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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 | $122,504 | $171,492-28.6% | $150,734-18.7% | $198,609-38.3% |
| Participation rate | 37.5% | 81.4%-43.9pp | 78.4%-40.9pp | 82.4%-44.9pp |
| Annual return | 2.69% | 804.70%-802.0pp | 600.81%-598.1pp | 202.70%-200.0pp |
| Employer contribution / active EE | $347 | $5,470-93.7% | $4,918-92.9% | $5,055-93.1% |
| Participant deferral / active EE | $4,520 | $6,259-27.8% | $5,610-19.4% | $6,977-35.2% |
| Admin fee / account holder | $5,590 | $17,628-68.3% | $14,905-62.5% | $19,030-70.6% |