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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 | $81,190 | $160,040-49.3% | $147,096-44.8% | $145,877-44.3% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 5.71% | 98.49%-92.8pp | 419.75%-414.0pp | 551.28%-545.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,504 | $8,429-58.4% | $8,071-56.6% | $6,691-47.6% |
| Admin fee / account holder | $16,865 | $15,050+12.1% | $13,005+29.7% | $13,402+25.8% |