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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 | $114,134 | $111,878+2.0% | $93,727+21.8% | $145,897-21.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 4.82% | 204.28%-199.5pp | 133.83%-129.0pp | 552.29%-547.5pp |
| Employer contribution / active EE | $204 | $3,092-93.4% | $2,421-91.6% | $4,663-95.6% |
| Participant deferral / active EE | $2,780 | $4,920-43.5% | $4,417-37.1% | $6,689-58.4% |
| Admin fee / account holder | $7,946 | $10,256-22.5% | $8,292-4.2% | $13,390-40.7% |