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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 | $88,743 | $209,336-57.6% | $197,124-55.0% | $137,256-35.3% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 10.72% | 48.09%-37.4pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $515 | $6,591-92.2% | $6,227-91.7% | $4,156-87.6% |
| Participant deferral / active EE | $3,843 | $9,614-60.0% | $9,135-57.9% | $6,407-40.0% |
| Admin fee / account holder | $9,289 | $17,308-46.3% | $16,298-43.0% | $12,270-24.3% |