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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 | $77,347 | $115,810-33.2% | $101,271-23.6% | $158,966-51.3% |
| Participation rate | 65.2% | 79.4%-14.1pp | 75.8%-10.6pp | 82.0%-16.7pp |
| Annual return | 1.76% | 56.15%-54.4pp | 46.48%-44.7pp | 302.95%-301.2pp |
| Employer contribution / active EE | $482 | $4,175-88.4% | $3,660-86.8% | $4,762-89.9% |
| Participant deferral / active EE | $4,163 | $4,958-16.0% | $4,371-4.7% | $5,983-30.4% |
| Admin fee / account holder | $2,923 | $7,248-59.7% | $5,948-50.9% | $11,250-74.0% |