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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 | $83,129 | $160,070-48.1% | $147,117-43.5% | $145,897-43.0% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 9.29% | 98.69%-89.4pp | 420.54%-411.3pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,586 | $8,419-33.7% | $8,065-30.7% | $6,689-16.5% |
| Admin fee / account holder | $12,500 | $15,035-16.9% | $12,993-3.8% | $13,390-6.6% |