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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 | $77,988 | $102,393-23.8% | $147,041-47.0% | $80,911-3.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 10.27% | 134.95%-124.7pp | 419.21%-408.9pp | 35.63%-25.4pp |
| Employer contribution / active EE | $650 | $3,715-82.5% | $4,935-86.8% | $2,756-76.4% |
| Participant deferral / active EE | $4,402 | $6,647-33.8% | $8,071-45.5% | $4,297+2.5% |
| Admin fee / account holder | $17,745 | $7,943+123.4% | $13,006+36.4% | $6,935+155.9% |