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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 | $107,169 | $197,603-45.8% | $177,827-39.7% | $158,950-32.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 5.96% | 58.76%-52.8pp | 48.32%-42.4pp | 302.91%-296.9pp |
| Employer contribution / active EE | $118 | $6,698-98.2% | $5,918-98.0% | $4,762-97.5% |
| Participant deferral / active EE | $9,599 | $8,404+14.2% | $7,713+24.4% | $5,983+60.4% |
| Admin fee / account holder | $22,454 | $15,402+45.8% | $12,429+80.7% | $11,248+99.6% |