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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 | $95,692 | $127,386-24.9% | $115,037-16.8% | $125,388-23.7% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -4.26% | 31.28%-35.5pp | 26.14%-30.4pp | 282.24%-286.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,606 | $6,423+2.8% | $6,026+9.6% | $5,352+23.4% |
| Admin fee / account holder | $12,328 | $9,516+29.5% | $8,175+50.8% | $9,541+29.2% |