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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 | $86,720 | $157,304-44.9% | $141,197-38.6% | $152,909-43.3% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 5.90% | 64.34%-58.4pp | 71.41%-65.5pp | 345.46%-339.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,356 | $7,111-66.9% | $6,710-64.9% | $5,851-59.7% |
| Admin fee / account holder | $7,441 | $12,126-38.6% | $10,265-27.5% | $11,601-35.9% |