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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 | $76,648 | $202,342-62.1% | $172,752-55.6% | $152,897-49.9% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 3.62% | 1029.83%-1026.2pp | 802.97%-799.3pp | 345.43%-341.8pp |
| Employer contribution / active EE | $998 | $5,858-83.0% | $5,144-80.6% | $4,764-79.1% |
| Participant deferral / active EE | $2,794 | $5,948-53.0% | $5,198-46.3% | $5,851-52.3% |
| Admin fee / account holder | $1,482 | $17,111-91.3% | $13,955-89.4% | $11,599-87.2% |