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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 | $38,564 | $111,535-65.4% | $105,223-63.4% | $137,256-71.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 10.04% | 237.85%-227.8pp | 180.65%-170.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $767 | $3,939-80.5% | $3,689-79.2% | $4,156-81.5% |
| Participant deferral / active EE | $5,789 | $5,500+5.3% | $5,072+14.1% | $6,407-9.6% |
| Admin fee / account holder | $3,987 | $9,721-59.0% | $8,859-55.0% | $12,270-67.5% |