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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 | $101,951 | $201,372-49.4% | $184,260-44.7% | $145,884-30.1% |
| Participation rate | 14.3% | 87.5%-73.2pp | 86.8%-72.5pp | 80.3%-66.0pp |
| Annual return | 7.65% | 29.04%-21.4pp | 28.84%-21.2pp | 551.85%-544.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,507 | $9,808-64.2% | $9,133-61.6% | $6,690-47.6% |
| Admin fee / account holder | $1,509 | $16,362-90.8% | $13,898-89.1% | $13,392-88.7% |