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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 | $79,129 | $148,582-46.7% | $135,942-41.8% | $139,456-43.3% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.5pp | 80.3%-41.9pp |
| Annual return | 8.76% | 79.26%-70.5pp | 68.28%-59.5pp | 373.45%-364.7pp |
| Employer contribution / active EE | $932 | $5,245-82.2% | $4,858-80.8% | $4,753-80.4% |
| Participant deferral / active EE | $3,045 | $8,101-62.4% | $7,759-60.8% | $6,711-54.6% |
| Admin fee / account holder | $45,116 | $12,402+263.8% | $10,764+319.1% | $11,407+295.5% |