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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 | $150,963 | $155,555-3.0% | $146,866+2.8% | $155,188-2.7% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.5%-62.5pp | 80.8%-60.8pp |
| Annual return | 7.68% | 115.41%-107.7pp | 102.85%-95.2pp | 148.84%-141.2pp |
| Employer contribution / active EE | $274 | $4,647-94.1% | $4,425-93.8% | $4,248-93.6% |
| Participant deferral / active EE | $2,873 | $8,044-64.3% | $7,759-63.0% | $6,531-56.0% |
| Admin fee / account holder | $4,904 | $14,755-66.8% | $13,620-64.0% | $14,480-66.1% |