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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 | $144,428 | $102,382+41.1% | $147,005-1.8% | $80,874+78.6% |
| Participation rate | 48.4% | 75.8%-27.5pp | 82.2%-33.8pp | 67.6%-19.3pp |
| Annual return | 10.89% | 134.89%-124.0pp | 418.76%-407.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $420 | $3,715-88.7% | $4,934-91.5% | $2,756-84.7% |
| Participant deferral / active EE | $4,201 | $6,646-36.8% | $8,070-47.9% | $4,297-2.2% |
| Admin fee / account holder | $13,520 | $7,942+70.2% | $13,006+4.0% | $6,935+95.0% |