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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 | $122,526 | $217,432-43.6% | $185,849-34.1% | $167,536-26.9% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 6.12% | 148.42%-142.3pp | 122.10%-116.0pp | 478.82%-472.7pp |
| Employer contribution / active EE | $314 | $5,875-94.7% | $5,169-93.9% | $4,839-93.5% |
| Participant deferral / active EE | $5,859 | $6,357-7.8% | $5,569+5.2% | $6,342-7.6% |
| Admin fee / account holder | $29,637 | $19,818+49.5% | $16,244+82.5% | $12,315+140.7% |