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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 | $93,136 | $159,978-41.8% | $147,041-36.7% | $145,978-36.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.90% | 98.36%-93.5pp | 419.21%-414.3pp | 550.52%-545.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,829 | $8,429-19.0% | $8,071-15.4% | $6,690+2.1% |
| Admin fee / account holder | $4,194 | $15,053-72.1% | $13,006-67.8% | $13,400-68.7% |