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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 | $122,839 | $157,304-21.9% | $141,197-13.0% | $152,909-19.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 14.47% | 64.34%-49.9pp | 71.41%-56.9pp | 345.46%-331.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,840 | $7,111-3.8% | $6,710+1.9% | $5,851+16.9% |
| Admin fee / account holder | $137,769 | $12,126+1036.2% | $10,265+1242.1% | $11,601+1087.6% |