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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 | $77,916 | $134,817-42.2% | $123,973-37.2% | $155,188-49.8% |
| Participation rate | 43.5% | 79.4%-35.9pp | 76.7%-33.2pp | 80.8%-37.3pp |
| Annual return | 6.86% | 515.49%-508.6pp | 388.13%-381.3pp | 148.84%-142.0pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,933 | $5,706-66.1% | $5,247-63.2% | $6,531-70.4% |
| Admin fee / account holder | $50,119 | $13,245+278.4% | $11,799+324.8% | $14,480+246.1% |