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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 | $54,009 | $160,040-66.3% | $147,096-63.3% | $145,877-63.0% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 2.65% | 98.49%-95.8pp | 419.75%-417.1pp | 551.28%-548.6pp |
| Employer contribution / active EE | $508 | $5,289-90.4% | $4,936-89.7% | $4,663-89.1% |
| Participant deferral / active EE | $3,183 | $8,429-62.2% | $8,071-60.6% | $6,691-52.4% |
| Admin fee / account holder | $3,502 | $15,050-76.7% | $13,005-73.1% | $13,402-73.9% |