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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 | $46,321 | $209,874-77.9% | $189,537-75.6% | $167,536-72.4% |
| Participation rate | 45.5% | 88.7%-43.2pp | 87.8%-42.3pp | 82.1%-36.7pp |
| Annual return | 6.09% | 748.61%-742.5pp | 555.34%-549.2pp | 478.82%-472.7pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,549 | $8,934-49.1% | $8,220-44.7% | $6,342-28.3% |
| Admin fee / account holder | $3,765 | $14,299-73.7% | $12,048-68.8% | $12,315-69.4% |