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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 | $140,887 | $208,088-32.3% | $186,193-24.3% | $154,746-9.0% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.1%-52.1pp | 80.7%-55.7pp |
| Annual return | 4.27% | 89.97%-85.7pp | 78.03%-73.8pp | 172.34%-168.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,239 | $7,078+16.4% | $6,513+26.5% | $6,730+22.4% |
| Admin fee / account holder | $1,299 | $11,698-88.9% | $11,058-88.3% | $14,365-91.0% |