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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 | $150,690 | $88,710+69.9% | $81,783+84.3% | $145,959+3.2% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 7.55% | 1027.26%-1019.7pp | 775.05%-767.5pp | 561.95%-554.4pp |
| Employer contribution / active EE | $184 | $3,083-94.0% | $2,913-93.7% | $4,661-96.1% |
| Participant deferral / active EE | $2,626 | $4,645-43.5% | $4,320-39.2% | $6,689-60.7% |
| Admin fee / account holder | $430 | $8,407-94.9% | $7,380-94.2% | $13,398-96.8% |