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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 | $79,676 | $70,587+12.9% | $124,693-36.1% | $85,847-7.2% |
| Participation rate | 36.5% | 64.4%-27.9pp | 74.6%-38.1pp | 69.3%-32.8pp |
| Annual return | 8.06% | 20688.83%-20680.8pp | 5144.19%-5136.1pp | 318.61%-310.5pp |
| Employer contribution / active EE | $214 | $1,913-88.8% | $3,324-93.6% | $2,565-91.7% |
| Participant deferral / active EE | $1,493 | $2,969-49.7% | $4,615-67.7% | $3,952-62.2% |
| Admin fee / account holder | $5,900 | $5,282+11.7% | $7,494-21.3% | $6,261-5.8% |