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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 | $36,805 | $144,130-74.5% | $117,861-68.8% | $147,586-75.1% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 7.67% | 531.20%-523.5pp | 335.11%-327.4pp | 578.59%-570.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,512 | $5,316+97.7% | $4,482+134.5% | $5,439+93.3% |
| Admin fee / account holder | $19,806 | $10,887+81.9% | $8,021+146.9% | $10,886+81.9% |