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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 | $25,446 | $154,228-83.5% | $145,433-82.5% | $137,256-81.5% |
| Participation rate | 53.3% | 83.8%-30.5pp | 82.1%-28.8pp | 80.0%-26.6pp |
| Annual return | 8.84% | 74.59%-65.7pp | 66.58%-57.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,504 | $8,216-69.5% | $7,897-68.3% | $6,407-60.9% |
| Admin fee / account holder | $1,540 | $14,344-89.3% | $13,129-88.3% | $12,270-87.4% |