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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 | $137,736 | $183,516-24.9% | $155,534-11.4% | $145,884-5.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 7.45% | 61.43%-54.0pp | 64.92%-57.5pp | 551.85%-544.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,859 | $6,467-24.9% | $5,630-13.7% | $6,690-27.4% |
| Admin fee / account holder | $6,714 | $19,293-65.2% | $15,900-57.8% | $13,392-49.9% |