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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 | $120,993 | $239,571-49.5% | $183,328-34.0% | $137,256-11.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 80.0%-30.0pp |
| Annual return | 6.75% | 35.69%-28.9pp | 29.67%-22.9pp | 220.34%-213.6pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,670 | $7,995-29.1% | $6,795-16.6% | $6,407-11.5% |
| Admin fee / account holder | $76,686 | $30,059+155.1% | $21,427+257.9% | $12,270+525.0% |