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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 | $52,839 | $201,372-73.8% | $184,260-71.3% | $145,884-63.8% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 8.69% | 29.04%-20.3pp | 28.84%-20.1pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,106 | $7,024-84.3% | $6,427-82.8% | $4,662-76.3% |
| Participant deferral / active EE | $3,592 | $9,808-63.4% | $9,133-60.7% | $6,690-46.3% |
| Admin fee / account holder | $362 | $16,362-97.8% | $13,898-97.4% | $13,392-97.3% |