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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 | $166,462 | $70,587+135.8% | $124,694+33.5% | $85,851+93.9% |
| Participation rate | 58.2% | 64.4%-6.2pp | 74.6%-16.4pp | 69.3%-11.1pp |
| Annual return | 10.10% | 20688.83%-20678.7pp | 5144.82%-5134.7pp | 318.63%-308.5pp |
| Employer contribution / active EE | $376 | $1,913-80.3% | $3,325-88.7% | $2,565-85.3% |
| Participant deferral / active EE | $2,306 | $2,969-22.3% | $4,615-50.0% | $3,952-41.6% |
| Admin fee / account holder | $1,338 | $5,282-74.7% | $7,495-82.1% | $6,261-78.6% |