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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 | $106,228 | $132,099-19.6% | $115,599-8.1% | $138,895-23.5% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.3%-5.5pp | 79.9%-11.2pp |
| Annual return | 8.15% | 176.76%-168.6pp | 111.10%-102.9pp | 145.39%-137.2pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,883 | $5,617-48.7% | $4,889-41.0% | $6,396-54.9% |
| Admin fee / account holder | $10,718 | $15,650-31.5% | $12,841-16.5% | $12,562-14.7% |