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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 | $66,698 | $55,446+20.3% | $155,574-57.1% | $74,429-10.4% |
| Participation rate | 46.0% | 61.9%-15.9pp | 78.2%-32.2pp | 67.2%-21.2pp |
| Annual return | 9.70% | 269.20%-259.5pp | 64.87%-55.2pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $41 | $2,266-98.2% | $4,676-99.1% | $2,625-98.4% |
| Participant deferral / active EE | $1,383 | $2,836-51.2% | $5,629-75.4% | $4,348-68.2% |
| Admin fee / account holder | $14,719 | $1,743+744.5% | $15,914-7.5% | $1,944+657.0% |