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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 | $65,678 | $165,399-60.3% | $149,745-56.1% | $158,982-58.7% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 5.90% | 348.34%-342.4pp | 276.72%-270.8pp | 302.99%-297.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,827 | $7,183-60.6% | $6,843-58.7% | $5,983-52.7% |
| Admin fee / account holder | $3,560 | $10,811-67.1% | $9,312-61.8% | $11,252-68.4% |