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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 | $107,289 | $217,427-50.7% | $185,837-42.3% | $167,518-36.0% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.3pp |
| Annual return | 7.51% | 148.39%-140.9pp | 122.08%-114.6pp | 478.71%-471.2pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,648 | $6,357-58.3% | $5,568-52.4% | $6,342-58.2% |
| Admin fee / account holder | $15,859 | $19,816-20.0% | $16,241-2.4% | $12,312+28.8% |