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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 | $92,873 | $112,131-17.2% | $95,964-3.2% | $158,982-41.6% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 5.38% | 171.19%-165.8pp | 91.64%-86.3pp | 302.99%-297.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,571 | $4,784+79.2% | $4,167+105.7% | $5,983+43.2% |
| Admin fee / account holder | $16,060 | $10,136+58.4% | $6,797+136.3% | $11,252+42.7% |