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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 | $46,305 | $160,040-71.1% | $147,096-68.5% | $145,877-68.3% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 6.18% | 98.49%-92.3pp | 419.75%-413.6pp | 551.28%-545.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,338 | $8,429-24.8% | $8,071-21.5% | $6,691-5.3% |
| Admin fee / account holder | $2,082 | $15,050-86.2% | $13,005-84.0% | $13,402-84.5% |