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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 | $169,358 | $185,312-8.6% | $161,489+4.9% | $154,746+9.4% |
| Participation rate | 34.8% | 82.5%-47.7pp | 78.7%-43.9pp | 80.7%-45.9pp |
| Annual return | 5.05% | 103.84%-98.8pp | 89.72%-84.7pp | 172.34%-167.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,990 | $6,350-68.7% | $5,630-64.6% | $6,730-70.4% |
| Admin fee / account holder | $32,352 | $18,654+73.4% | $16,006+102.1% | $14,365+125.2% |