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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 | $120,666 | $160,028-24.6% | $147,080-18.0% | $145,884-17.3% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | 8.08% | 98.60%-90.5pp | 420.17%-412.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $959 | $5,286-81.8% | $4,933-80.6% | $4,662-79.4% |
| Participant deferral / active EE | $3,927 | $8,422-53.4% | $8,066-51.3% | $6,690-41.3% |
| Admin fee / account holder | $61,676 | $15,030+310.4% | $12,989+374.8% | $13,392+360.5% |