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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 | $26,498 | $185,830-85.7% | $170,004-84.4% | $139,427-81.0% |
| Participation rate | 41.7% | 87.8%-46.1pp | 87.0%-45.3pp | 80.3%-38.7pp |
| Annual return | 6.36% | 60.52%-54.2pp | 53.39%-47.0pp | 373.27%-366.9pp |
| Employer contribution / active EE | $0 | $7,591-100.0% | $6,786-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $4,658 | $11,622-59.9% | $10,408-55.2% | $6,711-30.6% |
| Admin fee / account holder | $11,010 | $15,381-28.4% | $12,816-14.1% | $11,404-3.5% |