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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 | $42,526 | $183,539-76.8% | $155,556-72.7% | $145,897-70.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 8.20% | 61.31%-53.1pp | 64.84%-56.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $917 | $5,315-82.7% | $4,675-80.4% | $4,663-80.3% |
| Participant deferral / active EE | $4,188 | $6,467-35.2% | $5,631-25.6% | $6,689-37.4% |
| Admin fee / account holder | $795 | $19,275-95.9% | $15,885-95.0% | $13,390-94.1% |