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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 | $69,836 | $160,070-56.4% | $147,117-52.5% | $145,897-52.1% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 8.96% | 98.69%-89.7pp | 420.54%-411.6pp | 552.29%-543.3pp |
| Employer contribution / active EE | $42 | $5,285-99.2% | $4,932-99.2% | $4,663-99.1% |
| Participant deferral / active EE | $3,131 | $8,419-62.8% | $8,065-61.2% | $6,689-53.2% |
| Admin fee / account holder | $329 | $15,035-97.8% | $12,993-97.5% | $13,390-97.5% |