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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 | $115,226 | $217,432-47.0% | $185,849-38.0% | $167,536-31.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 7.58% | 148.42%-140.8pp | 122.10%-114.5pp | 478.82%-471.2pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,263 | $6,357+30.0% | $5,569+48.4% | $6,342+30.3% |
| Admin fee / account holder | $415 | $19,818-97.9% | $16,244-97.4% | $12,315-96.6% |