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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 | $38,536 | $160,040-75.9% | $147,096-73.8% | $145,877-73.6% |
| Participation rate | 15.4% | 84.0%-68.6pp | 82.2%-66.8pp | 80.3%-64.9pp |
| Annual return | 5.43% | 98.49%-93.1pp | 419.75%-414.3pp | 551.28%-545.9pp |
| Employer contribution / active EE | $228 | $5,289-95.7% | $4,936-95.4% | $4,663-95.1% |
| Participant deferral / active EE | $3,075 | $8,429-63.5% | $8,071-61.9% | $6,691-54.0% |
| Admin fee / account holder | $112,306 | $15,050+646.2% | $13,005+763.5% | $13,402+738.0% |