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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 | $84,318 | $175,231-51.9% | $149,696-43.7% | $139,466-39.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 7.18% | 166.77%-159.6pp | 134.46%-127.3pp | 373.66%-366.5pp |
| Employer contribution / active EE | $167 | $5,478-97.0% | $4,821-96.5% | $4,754-96.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $950 | $16,155-94.1% | $13,212-92.8% | $11,409-91.7% |