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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 | $23,109 | $154,228-85.0% | $145,433-84.1% | $137,256-83.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 7.09% | 74.59%-67.5pp | 66.58%-59.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,483 | $8,216+100.6% | $7,897+108.7% | $6,407+157.3% |
| Admin fee / account holder | $55,858 | $14,344+289.4% | $13,129+325.5% | $12,270+355.2% |