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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 | $101,171 | $183,978-45.0% | $162,171-37.6% | $152,885-33.8% |
| Participation rate | 42.9% | 88.5%-45.6pp | 87.6%-44.7pp | 82.5%-39.6pp |
| Annual return | 11.85% | 150.78%-138.9pp | 115.60%-103.8pp | 345.39%-333.5pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,682 | $8,033-41.7% | $7,297-35.8% | $5,851-20.0% |
| Admin fee / account holder | $20,111 | $13,122+53.3% | $10,843+85.5% | $11,598+73.4% |