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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 | $77,636 | $183,516-57.7% | $155,534-50.1% | $145,884-46.8% |
| Participation rate | 19.0% | 82.7%-63.7pp | 78.2%-59.2pp | 80.3%-61.3pp |
| Annual return | 4.13% | 61.43%-57.3pp | 64.92%-60.8pp | 551.85%-547.7pp |
| Employer contribution / active EE | $545 | $5,315-89.7% | $4,675-88.3% | $4,662-88.3% |
| Participant deferral / active EE | $3,877 | $6,467-40.0% | $5,630-31.1% | $6,690-42.0% |
| Admin fee / account holder | $502 | $19,293-97.4% | $15,900-96.8% | $13,392-96.3% |