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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 | $39,841 | $160,040-75.1% | $147,096-72.9% | $145,877-72.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.60% | 98.49%-89.9pp | 419.75%-411.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $970 | $5,289-81.7% | $4,936-80.3% | $4,663-79.2% |
| Participant deferral / active EE | $6,001 | $8,429-28.8% | $8,071-25.6% | $6,691-10.3% |
| Admin fee / account holder | $2,047 | $15,050-86.4% | $13,005-84.3% | $13,402-84.7% |