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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 | $140,783 | $199,109-29.3% | $173,730-19.0% | $154,746-9.0% |
| Participation rate | 59.1% | 82.8%-23.7pp | 79.6%-20.5pp | 80.7%-21.6pp |
| Annual return | 8.20% | 20.02%-11.8pp | 19.96%-11.8pp | 172.34%-164.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,611 | $7,113-49.2% | $6,326-42.9% | $6,730-46.4% |
| Admin fee / account holder | $27,989 | $20,916+33.8% | $17,523+59.7% | $14,365+94.8% |