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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 | $33,115 | $178,174-81.4% | $156,181-78.8% | $137,256-75.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 3.71% | 84.19%-80.5pp | 64.87%-61.2pp | 220.34%-216.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,004 | $6,888+16.2% | $6,132+30.5% | $6,407+24.9% |
| Admin fee / account holder | $65,596 | $17,404+276.9% | $14,586+349.7% | $12,270+434.6% |