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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 | $105,462 | $148,623-29.0% | $135,974-22.4% | $139,466-24.4% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 8.66% | 79.30%-70.6pp | 68.30%-59.6pp | 373.66%-365.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,398 | $8,103-8.7% | $7,760-4.7% | $6,712+10.2% |
| Admin fee / account holder | $641 | $12,406-94.8% | $10,767-94.0% | $11,409-94.4% |