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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 | $234,629 | $135,639+73.0% | $110,241+112.8% | $135,382+73.3% |
| Participation rate | 25.0% | 83.5%-58.5pp | 79.8%-54.8pp | 82.6%-57.6pp |
| Annual return | -11.28% | 513.21%-524.5pp | 314.75%-326.0pp | 519.77%-531.1pp |
| Employer contribution / active EE | $720 | $4,907-85.3% | $3,827-81.2% | $4,779-84.9% |
| Participant deferral / active EE | $1,800 | $5,507-67.3% | $4,672-61.5% | $5,609-67.9% |
| Admin fee / account holder | $4,520 | $11,457-60.5% | $8,548-47.1% | $10,829-58.3% |