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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 | $96,441 | $165,381-41.7% | $149,730-35.6% | $158,966-39.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.48% | 348.29%-340.8pp | 276.70%-269.2pp | 302.95%-295.5pp |
| Employer contribution / active EE | $589 | $5,104-88.5% | $4,645-87.3% | $4,762-87.6% |
| Participant deferral / active EE | $5,958 | $7,182-17.0% | $6,843-12.9% | $5,983-0.4% |
| Admin fee / account holder | $36,012 | $10,809+233.1% | $9,310+286.8% | $11,250+220.1% |