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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 | $56,238 | $154,228-63.5% | $145,433-61.3% | $137,256-59.0% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 4.59% | 74.59%-70.0pp | 66.58%-62.0pp | 220.34%-215.7pp |
| Employer contribution / active EE | $39 | $4,804-99.2% | $4,554-99.2% | $4,156-99.1% |
| Participant deferral / active EE | $10,667 | $8,216+29.8% | $7,897+35.1% | $6,407+66.5% |
| Admin fee / account holder | $455 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |