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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 | $116,574 | $209,847-44.4% | $189,520-38.5% | $167,518-30.4% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 7.48% | 748.45%-741.0pp | 555.25%-547.8pp | 478.71%-471.2pp |
| Employer contribution / active EE | $1,150 | $6,913-83.4% | $6,161-81.3% | $4,838-76.2% |
| Participant deferral / active EE | $4,815 | $8,934-46.1% | $8,220-41.4% | $6,342-24.1% |
| Admin fee / account holder | $10,652 | $14,295-25.5% | $12,046-11.6% | $12,312-13.5% |