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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 | $46,256 | $201,344-77.0% | $184,243-74.9% | $145,877-68.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 8.89% | 29.01%-20.1pp | 28.82%-19.9pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,302 | $9,807-66.3% | $9,132-63.8% | $6,691-50.6% |
| Admin fee / account holder | $117,709 | $16,382+618.5% | $13,914+746.0% | $13,402+778.3% |