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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 | $160,572 | $165,399-2.9% | $149,745+7.2% | $158,982+1.0% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 3.25% | 348.34%-345.1pp | 276.72%-273.5pp | 302.99%-299.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,623 | $7,183-63.5% | $6,843-61.7% | $5,983-56.2% |
| Admin fee / account holder | $202,178 | $10,811+1770.1% | $9,312+2071.2% | $11,252+1696.9% |