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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 | $54,477 | $198,461-72.6% | $170,436-68.0% | $147,585-63.1% |
| Participation rate | 45.5% | 88.0%-42.5pp | 83.6%-38.1pp | 82.8%-37.4pp |
| Annual return | 5.10% | 257.30%-252.2pp | 205.94%-200.8pp | 578.57%-573.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,049 | $5,629-45.8% | $4,939-38.3% | $5,439-43.9% |
| Admin fee / account holder | $460 | $16,852-97.3% | $13,880-96.7% | $10,885-95.8% |