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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 | $110,802 | $223,823-50.5% | $211,142-47.5% | $154,746-28.4% |
| Participation rate | 43.8% | 87.9%-44.1pp | 87.3%-43.5pp | 80.7%-37.0pp |
| Annual return | 7.63% | 50.39%-42.8pp | 46.84%-39.2pp | 172.34%-164.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,450 | $9,750-33.8% | $9,284-30.5% | $6,730-4.2% |
| Admin fee / account holder | $90,443 | $19,707+358.9% | $19,076+374.1% | $14,365+529.6% |