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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 | $201,344-73.8% | $184,243-71.3% | $145,877-63.8% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 8.69% | 29.01%-20.3pp | 28.82%-20.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,106 | $7,022-84.2% | $6,427-82.8% | $4,663-76.3% |
| Participant deferral / active EE | $3,592 | $9,807-63.4% | $9,132-60.7% | $6,691-46.3% |
| Admin fee / account holder | $362 | $16,382-97.8% | $13,914-97.4% | $13,402-97.3% |