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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 | $35,650 | $166,089-78.5% | $164,928-78.4% | $145,978-75.6% |
| Participation rate | 11.1% | 82.0%-70.9pp | 78.6%-67.5pp | 80.3%-69.2pp |
| Annual return | 8.11% | 100.26%-92.2pp | 70.08%-62.0pp | 550.52%-542.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,117 | $6,961-26.5% | $6,034-15.2% | $6,690-23.5% |
| Admin fee / account holder | $89,074 | $16,641+435.3% | $12,684+602.2% | $13,400+564.7% |