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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 | $46,805 | $183,539-74.5% | $155,556-69.9% | $145,897-67.9% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 6.06% | 61.31%-55.2pp | 64.84%-58.8pp | 552.29%-546.2pp |
| Employer contribution / active EE | $968 | $5,315-81.8% | $4,675-79.3% | $4,663-79.2% |
| Participant deferral / active EE | $3,434 | $6,467-46.9% | $5,631-39.0% | $6,689-48.7% |
| Admin fee / account holder | $1,498 | $19,275-92.2% | $15,885-90.6% | $13,390-88.8% |