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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 | $109,748 | $183,592-40.2% | $155,574-29.5% | $145,877-24.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 4.91% | 61.37%-56.5pp | 64.87%-60.0pp | 551.28%-546.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,117 | $6,466-36.3% | $5,629-26.9% | $6,691-38.5% |
| Admin fee / account holder | $981 | $19,316-94.9% | $15,914-93.8% | $13,402-92.7% |