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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 | $188,018 | $176,077+6.8% | $159,455+17.9% | $167,518+12.2% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 4.94% | 331.83%-326.9pp | 263.63%-258.7pp | 478.71%-473.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,929 | $7,751-62.2% | $7,353-60.2% | $6,342-53.8% |
| Admin fee / account holder | $2,535 | $12,556-79.8% | $10,800-76.5% | $12,312-79.4% |