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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 | $86,041 | $176,077-51.1% | $159,455-46.0% | $167,518-48.6% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 8.80% | 331.83%-323.0pp | 263.63%-254.8pp | 478.71%-469.9pp |
| Employer contribution / active EE | $43 | $5,298-99.2% | $4,830-99.1% | $4,838-99.1% |
| Participant deferral / active EE | $3,000 | $7,751-61.3% | $7,353-59.2% | $6,342-52.7% |
| Admin fee / account holder | $728 | $12,556-94.2% | $10,800-93.3% | $12,312-94.1% |