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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 | $81,979 | $86,298-5.0% | $111,308-26.3% | $85,847-4.5% |
| Participation rate | 30.6% | 73.3%-42.7pp | 77.3%-46.7pp | 69.3%-38.7pp |
| Annual return | 9.38% | 19.99%-10.6pp | 54.67%-45.3pp | 318.61%-309.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,195 | $3,641-39.7% | $4,487-51.1% | $3,952-44.5% |
| Admin fee / account holder | $484 | $8,189-94.1% | $7,965-93.9% | $6,261-92.3% |