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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 | $70,087 | $68,097+2.9% | $62,929+11.4% | $137,256-48.9% |
| Participation rate | 44.4% | 77.4%-33.0pp | 73.1%-28.7pp | 80.0%-35.5pp |
| Annual return | 9.42% | 1859.11%-1849.7pp | 1063.93%-1054.5pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,155 | $4,553-52.7% | $3,888-44.6% | $6,407-66.4% |
| Admin fee / account holder | $2,329 | $6,521-64.3% | $5,065-54.0% | $12,270-81.0% |