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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 | $77,865 | $150,346-48.2% | $120,524-35.4% | $145,877-46.6% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 6.33% | 154.40%-148.1pp | 107.36%-101.0pp | 551.28%-545.0pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,096 | $6,172-33.6% | $4,994-18.0% | $6,691-38.8% |
| Admin fee / account holder | $21,156 | $12,215+73.2% | $9,440+124.1% | $13,402+57.9% |