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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 | $79,749 | $183,592-56.6% | $155,574-48.7% | $145,877-45.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.06% | 61.37%-53.3pp | 64.87%-56.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,007 | $5,317-81.1% | $4,676-78.5% | $4,663-78.4% |
| Participant deferral / active EE | $4,852 | $6,466-25.0% | $5,629-13.8% | $6,691-27.5% |
| Admin fee / account holder | $14,198 | $19,316-26.5% | $15,914-10.8% | $13,402+5.9% |