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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 | $51,683 | $160,040-67.7% | $147,096-64.9% | $145,877-64.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 7.07% | 98.49%-91.4pp | 419.75%-412.7pp | 551.28%-544.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,104 | $8,429-51.3% | $8,071-49.2% | $6,691-38.7% |
| Admin fee / account holder | $21,512 | $15,050+42.9% | $13,005+65.4% | $13,402+60.5% |