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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 | $116,238 | $155,555-25.3% | $146,866-20.9% | $155,188-25.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 8.89% | 115.41%-106.5pp | 102.85%-94.0pp | 148.84%-139.9pp |
| Employer contribution / active EE | $600 | $4,647-87.1% | $4,425-86.4% | $4,248-85.9% |
| Participant deferral / active EE | $11,750 | $8,044+46.1% | $7,759+51.4% | $6,531+79.9% |
| Admin fee / account holder | $20,551 | $14,755+39.3% | $13,620+50.9% | $14,480+41.9% |