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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 | $44,884 | $202,345-77.8% | $172,755-74.0% | $152,885-70.6% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 6.01% | 1029.77%-1023.8pp | 802.94%-796.9pp | 345.39%-339.4pp |
| Employer contribution / active EE | $1,161 | $5,858-80.2% | $5,144-77.4% | $4,763-75.6% |
| Participant deferral / active EE | $3,366 | $5,948-43.4% | $5,198-35.2% | $5,851-42.5% |
| Admin fee / account holder | $129,358 | $17,111+656.0% | $13,955+827.0% | $11,598+1015.3% |