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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 | $66,738 | $68,412-2.4% | $94,679-29.5% | $75,181-11.2% |
| Participation rate | 69.4% | 76.1%-6.6pp | 80.8%-11.4pp | 67.2%+2.2pp |
| Annual return | 13.84% | 616.91%-603.1pp | 156.75%-142.9pp | 160.69%-146.8pp |
| Employer contribution / active EE | $381 | $2,701-85.9% | $3,673-89.6% | $2,671-85.7% |
| Participant deferral / active EE | $6,277 | $6,537-4.0% | $7,417-15.4% | $4,126+52.1% |
| Admin fee / account holder | $10,293 | $5,326+93.3% | $7,233+42.3% | $5,650+82.2% |