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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 | $29,836 | $172,111-82.7% | $150,298-80.1% | $137,256-78.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 10.17% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,193 | $6,166-32.0% | $5,453-23.1% | $6,407-34.5% |
| Admin fee / account holder | $64,485 | $16,471+291.5% | $14,116+356.8% | $12,270+425.5% |