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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 | $95,825 | $202,345-52.6% | $172,755-44.5% | $152,885-37.3% |
| Participation rate | 58.8% | 87.1%-28.2pp | 82.6%-23.8pp | 82.5%-23.6pp |
| Annual return | 10.25% | 1029.77%-1019.5pp | 802.94%-792.7pp | 345.39%-335.1pp |
| Employer contribution / active EE | $1,033 | $5,858-82.4% | $5,144-79.9% | $4,763-78.3% |
| Participant deferral / active EE | $3,708 | $5,948-37.7% | $5,198-28.7% | $5,851-36.6% |
| Admin fee / account holder | $1,435 | $17,111-91.6% | $13,955-89.7% | $11,598-87.6% |