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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 | $88,028 | $209,422-58.0% | $178,503-50.7% | $158,982-44.6% |
| Participation rate | 35.7% | 86.4%-50.6pp | 81.9%-46.2pp | 82.0%-46.3pp |
| Annual return | 5.29% | 188.81%-183.5pp | 151.12%-145.8pp | 302.99%-297.7pp |
| Employer contribution / active EE | $594 | $5,707-89.6% | $5,011-88.1% | $4,763-87.5% |
| Participant deferral / active EE | $2,755 | $5,955-53.7% | $5,202-47.1% | $5,983-54.0% |
| Admin fee / account holder | $20,742 | $17,079+21.4% | $13,987+48.3% | $11,252+84.3% |