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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 | $61,268 | $184,000-66.7% | $162,185-62.2% | $152,909-59.9% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 11.33% | 150.80%-139.5pp | 115.61%-104.3pp | 345.46%-334.1pp |
| Employer contribution / active EE | $1,284 | $6,370-79.8% | $5,613-77.1% | $4,764-73.1% |
| Participant deferral / active EE | $3,738 | $8,033-53.5% | $7,297-48.8% | $5,851-36.1% |
| Admin fee / account holder | $11,590 | $13,124-11.7% | $10,844+6.9% | $11,601-0.1% |