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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 | $74,508 | $88,778-16.1% | $81,844-9.0% | $145,884-48.9% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 4.41% | 1033.03%-1028.6pp | 778.87%-774.5pp | 551.85%-547.4pp |
| Employer contribution / active EE | $173 | $3,087-94.4% | $2,916-94.1% | $4,662-96.3% |
| Participant deferral / active EE | $1,512 | $4,648-67.5% | $4,323-65.0% | $6,690-77.4% |
| Admin fee / account holder | $767 | $8,430-90.9% | $7,355-89.6% | $13,392-94.3% |