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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 | $183,516-56.5% | $155,534-48.7% | $145,884-45.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.06% | 61.43%-53.4pp | 64.92%-56.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,007 | $5,315-81.1% | $4,675-78.5% | $4,662-78.4% |
| Participant deferral / active EE | $4,852 | $6,467-25.0% | $5,630-13.8% | $6,690-27.5% |
| Admin fee / account holder | $14,198 | $19,293-26.4% | $15,900-10.7% | $13,392+6.0% |