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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 | $71,723 | $175,231-59.1% | $149,696-52.1% | $139,466-48.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 9.98% | 166.77%-156.8pp | 134.46%-124.5pp | 373.66%-363.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,981 | $6,521-8.3% | $5,682+5.3% | $6,712-10.9% |
| Admin fee / account holder | $1,895 | $16,155-88.3% | $13,212-85.7% | $11,409-83.4% |