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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 | $123,216 | $183,988-33.0% | $162,177-24.0% | $152,897-19.4% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.6%-26.0pp | 82.5%-20.9pp |
| Annual return | 12.13% | 150.79%-138.7pp | 115.60%-103.5pp | 345.43%-333.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,529 | $8,032+68.4% | $7,297+85.4% | $5,851+131.2% |
| Admin fee / account holder | $3,013 | $13,123-77.0% | $10,843-72.2% | $11,599-74.0% |