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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 | $64,066 | $160,028-60.0% | $147,080-56.4% | $145,884-56.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 4.21% | 98.60%-94.4pp | 420.17%-416.0pp | 551.85%-547.6pp |
| Employer contribution / active EE | $555 | $5,286-89.5% | $4,933-88.7% | $4,662-88.1% |
| Participant deferral / active EE | $11,117 | $8,422+32.0% | $8,066+37.8% | $6,690+66.2% |
| Admin fee / account holder | $35,666 | $15,030+137.3% | $12,989+174.6% | $13,392+166.3% |