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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 | $129,341 | $157,296-17.8% | $141,191-8.4% | $152,897-15.4% |
| Participation rate | 36.4% | 84.8%-48.5pp | 82.5%-46.1pp | 82.5%-46.1pp |
| Annual return | 14.07% | 64.34%-50.3pp | 71.41%-57.3pp | 345.43%-331.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,764 | $7,111-33.0% | $6,710-29.0% | $5,851-18.6% |
| Admin fee / account holder | $53,709 | $12,125+343.0% | $10,264+423.3% | $11,599+363.0% |