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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 | $99,853 | $176,077-43.3% | $159,455-37.4% | $167,518-40.4% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 9.27% | 331.83%-322.6pp | 263.63%-254.4pp | 478.71%-469.4pp |
| Employer contribution / active EE | $420 | $5,298-92.1% | $4,830-91.3% | $4,838-91.3% |
| Participant deferral / active EE | $3,767 | $7,751-51.4% | $7,353-48.8% | $6,342-40.6% |
| Admin fee / account holder | $21,921 | $12,556+74.6% | $10,800+103.0% | $12,312+78.0% |