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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 | $133,648 | $166,268-19.6% | $165,100-19.0% | $145,897-8.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 3.07% | 100.52%-97.4pp | 70.21%-67.1pp | 552.29%-549.2pp |
| Employer contribution / active EE | $966 | $5,284-81.7% | $4,348-77.8% | $4,663-79.3% |
| Participant deferral / active EE | $3,077 | $6,964-55.8% | $6,035-49.0% | $6,689-54.0% |
| Admin fee / account holder | $18,152 | $16,659+9.0% | $12,696+43.0% | $13,390+35.6% |