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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 | $92,115 | $124,175-25.8% | $108,405-15.0% | $167,536-45.0% |
| Participation rate | 57.1% | 82.3%-25.2pp | 80.1%-23.0pp | 82.1%-25.0pp |
| Annual return | 7.03% | 1380.13%-1373.1pp | 905.55%-898.5pp | 478.82%-471.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,029 | $6,908-12.7% | $6,563-8.1% | $6,342-4.9% |
| Admin fee / account holder | $170,736 | $9,457+1705.4% | $7,297+2239.9% | $12,315+1286.5% |