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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 | $124,457 | $185,883-33.0% | $170,043-26.8% | $139,466-10.8% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 8.93% | 60.54%-51.6pp | 53.40%-44.5pp | 373.66%-364.7pp |
| Employer contribution / active EE | $1,089 | $7,596-85.7% | $6,790-84.0% | $4,754-77.1% |
| Participant deferral / active EE | $10,000 | $11,626-14.0% | $10,410-3.9% | $6,712+49.0% |
| Admin fee / account holder | $6,574 | $15,393-57.3% | $12,824-48.7% | $11,409-42.4% |