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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 | $99,483 | $183,592-45.8% | $155,567-36.1% | $145,959-31.8% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 8.54% | 61.24%-52.7pp | 64.74%-56.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $995 | $5,315-81.3% | $4,674-78.7% | $4,661-78.7% |
| Participant deferral / active EE | $5,149 | $6,464-20.3% | $5,628-8.5% | $6,689-23.0% |
| Admin fee / account holder | $12,508 | $19,318-35.3% | $15,916-21.4% | $13,398-6.6% |