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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 | $124,148 | $129,737-4.3% | $119,126+4.2% | $154,746-19.8% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 6.27% | 379.08%-372.8pp | 282.11%-275.8pp | 172.34%-166.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,412 | $5,842-41.6% | $5,318-35.8% | $6,730-49.3% |
| Admin fee / account holder | $1,623 | $11,961-86.4% | $10,693-84.8% | $14,365-88.7% |