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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 | $108,936 | $148,623-26.7% | $135,974-19.9% | $139,466-21.9% |
| Participation rate | 43.8% | 83.9%-40.1pp | 81.9%-38.2pp | 80.3%-36.6pp |
| Annual return | 10.38% | 79.30%-68.9pp | 68.30%-57.9pp | 373.66%-363.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,231 | $8,103-35.4% | $7,760-32.6% | $6,712-22.1% |
| Admin fee / account holder | $11,415 | $12,406-8.0% | $10,767+6.0% | $11,409+0.1% |