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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 | $55,416 | $209,428-73.5% | $178,498-69.0% | $158,950-65.1% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 5.87% | 188.78%-182.9pp | 151.09%-145.2pp | 302.91%-297.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,671 | $5,955-55.1% | $5,202-48.6% | $5,983-55.3% |
| Admin fee / account holder | $133,029 | $17,077+679.0% | $13,985+851.2% | $11,248+1082.7% |