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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 | $161,189 | $202,342-20.3% | $172,753-6.7% | $152,909+5.4% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 1.68% | 1029.88%-1028.2pp | 803.00%-801.3pp | 345.46%-343.8pp |
| Employer contribution / active EE | $500 | $5,857-91.5% | $5,144-90.3% | $4,764-89.5% |
| Participant deferral / active EE | $2,803 | $5,948-52.9% | $5,198-46.1% | $5,851-52.1% |
| Admin fee / account holder | $880 | $17,112-94.9% | $13,956-93.7% | $11,601-92.4% |