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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 | $61,172 | $132,634-53.9% | $115,768-47.2% | $137,256-55.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 8.08% | 160.70%-152.6pp | 100.46%-92.4pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,261 | $5,619+82.6% | $4,917+108.7% | $6,407+60.2% |
| Admin fee / account holder | $657 | $15,028-95.6% | $12,439-94.7% | $12,270-94.6% |