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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,461 | $162,136-69.5% | $152,301-67.5% | $154,746-68.0% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 8.07% | 91.02%-82.9pp | 80.50%-72.4pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,479 | $8,341-46.3% | $8,004-44.0% | $6,730-33.4% |
| Admin fee / account holder | $722 | $15,759-95.4% | $14,398-95.0% | $14,365-95.0% |