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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 | $107,700 | $126,661-15.0% | $113,397-5.0% | $138,895-22.5% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.5%-18.2pp | 79.9%-21.6pp |
| Annual return | 6.42% | 25.05%-18.6pp | 23.20%-16.8pp | 145.39%-139.0pp |
| Employer contribution / active EE | $232 | $3,456-93.3% | $2,977-92.2% | $4,194-94.5% |
| Participant deferral / active EE | $4,643 | $5,693-18.4% | $5,076-8.5% | $6,396-27.4% |
| Admin fee / account holder | $1,856 | $14,549-87.2% | $11,957-84.5% | $12,562-85.2% |