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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 | $95,523 | $154,228-38.1% | $145,433-34.3% | $137,256-30.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 3.12% | 74.59%-71.5pp | 66.58%-63.5pp | 220.34%-217.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,667 | $8,216+5.5% | $7,897+9.7% | $6,407+35.3% |
| Admin fee / account holder | $561 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |