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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 | $61,931 | $185,312-66.6% | $161,489-61.7% | $154,746-60.0% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 9.51% | 103.84%-94.3pp | 89.72%-80.2pp | 172.34%-162.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,670 | $6,350-57.9% | $5,630-52.6% | $6,730-60.3% |
| Admin fee / account holder | $1,090 | $18,654-94.2% | $16,006-93.2% | $14,365-92.4% |