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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 | $86,958 | $148,623-41.5% | $135,974-36.0% | $139,466-37.6% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 5.04% | 79.30%-74.3pp | 68.30%-63.3pp | 373.66%-368.6pp |
| Employer contribution / active EE | $914 | $5,246-82.6% | $4,859-81.2% | $4,754-80.8% |
| Participant deferral / active EE | $6,346 | $8,103-21.7% | $7,760-18.2% | $6,712-5.5% |
| Admin fee / account holder | $336,932 | $12,406+2615.9% | $10,767+3029.4% | $11,409+2853.3% |