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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 | $47,905 | $178,174-73.1% | $156,181-69.3% | $137,256-65.1% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.8%-25.5pp | 80.0%-26.6pp |
| Annual return | 8.00% | 84.19%-76.2pp | 64.87%-56.9pp | 220.34%-212.3pp |
| Employer contribution / active EE | $814 | $4,972-83.6% | $4,294-81.0% | $4,156-80.4% |
| Participant deferral / active EE | $6,670 | $6,888-3.2% | $6,132+8.8% | $6,407+4.1% |
| Admin fee / account holder | $113,876 | $17,404+554.3% | $14,586+680.7% | $12,270+828.1% |