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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 | $98,672 | $160,040-38.3% | $147,096-32.9% | $145,877-32.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 3.27% | 98.49%-95.2pp | 419.75%-416.5pp | 551.28%-548.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,750 | $8,429-31.8% | $8,071-28.8% | $6,691-14.1% |
| Admin fee / account holder | $29,610 | $15,050+96.7% | $13,005+127.7% | $13,402+120.9% |