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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 | $46,664 | $155,555-70.0% | $146,866-68.2% | $155,188-69.9% |
| Participation rate | 56.5% | 84.0%-27.4pp | 82.5%-26.0pp | 80.8%-24.3pp |
| Annual return | 9.89% | 115.41%-105.5pp | 102.85%-93.0pp | 148.84%-138.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,101 | $8,044-36.6% | $7,759-34.3% | $6,531-21.9% |
| Admin fee / account holder | $28,506 | $14,755+93.2% | $13,620+109.3% | $14,480+96.9% |