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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 | $165,351-60.3% | $149,710-56.1% | $158,931-58.7% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 5.90% | 348.19%-342.3pp | 276.63%-270.7pp | 302.86%-297.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,827 | $7,181-60.6% | $6,842-58.7% | $5,982-52.7% |
| Admin fee / account holder | $3,560 | $10,807-67.1% | $9,309-61.8% | $11,247-68.3% |