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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 | $98,559 | $176,105-44.0% | $159,474-38.2% | $167,536-41.2% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 7.00% | 331.91%-324.9pp | 263.68%-256.7pp | 478.82%-471.8pp |
| Employer contribution / active EE | $945 | $5,299-82.2% | $4,831-80.4% | $4,839-80.5% |
| Participant deferral / active EE | $3,624 | $7,751-53.3% | $7,353-50.7% | $6,342-42.9% |
| Admin fee / account holder | $515 | $12,559-95.9% | $10,802-95.2% | $12,315-95.8% |