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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 | $133,001 | $197,637-32.7% | $177,848-25.2% | $158,982-16.3% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 3.91% | 58.77%-54.9pp | 48.33%-44.4pp | 302.99%-299.1pp |
| Employer contribution / active EE | $817 | $6,698-87.8% | $5,919-86.2% | $4,763-82.9% |
| Participant deferral / active EE | $3,937 | $8,405-53.2% | $7,714-49.0% | $5,983-34.2% |
| Admin fee / account holder | $3,812 | $15,406-75.3% | $12,431-69.3% | $11,252-66.1% |