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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 | $63,348 | $228,352-72.3% | $185,827-65.9% | $158,950-60.1% |
| Participation rate | 28.6% | 82.3%-53.7pp | 78.0%-49.5pp | 82.0%-53.4pp |
| Annual return | 2.20% | 40.81%-38.6pp | 35.96%-33.8pp | 302.91%-300.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,864 | $6,416-70.9% | $5,633-66.9% | $5,983-68.8% |
| Admin fee / account holder | $16,050 | $11,867+35.3% | $9,502+68.9% | $11,248+42.7% |