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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 | $130,153 | $155,555-16.3% | $146,866-11.4% | $155,188-16.1% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.5%-13.8pp | 80.8%-12.1pp |
| Annual return | 10.40% | 115.41%-105.0pp | 102.85%-92.4pp | 148.84%-138.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,460 | $8,044+17.6% | $7,759+21.9% | $6,531+44.8% |
| Admin fee / account holder | $50,260 | $14,755+240.6% | $13,620+269.0% | $14,480+247.1% |