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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 | $47,023 | $105,198-55.3% | $159,455-70.5% | $85,856-45.2% |
| Participation rate | 63.8% | 75.8%-12.0pp | 82.8%-19.0pp | 69.3%-5.5pp |
| Annual return | 10.99% | 45.08%-34.1pp | 263.63%-252.6pp | 318.58%-307.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,060 | $5,946+69.2% | $7,353+36.8% | $3,952+154.5% |
| Admin fee / account holder | $6,656 | $6,934-4.0% | $10,800-38.4% | $6,261+6.3% |