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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 | $95,142 | $166,131-42.7% | $164,975-42.3% | $145,877-34.8% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 8.19% | 100.37%-92.2pp | 70.12%-61.9pp | 551.28%-543.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,901 | $6,962+85.3% | $6,033+113.8% | $6,691+92.8% |
| Admin fee / account holder | $10,938 | $16,648-34.3% | $12,688-13.8% | $13,402-18.4% |