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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 | $81,933 | $54,729+49.7% | $86,235-5.0% | $71,529+14.5% |
| Participation rate | 31.1% | 60.1%-29.0pp | 69.0%-37.8pp | 67.9%-36.8pp |
| Annual return | 13.79% | 20.07%-6.3pp | 1170.03%-1156.2pp | 28.97%-15.2pp |
| Employer contribution / active EE | $305 | $1,267-75.9% | $2,381-87.2% | $2,590-88.2% |
| Participant deferral / active EE | $2,525 | $3,110-18.8% | $3,987-36.7% | $4,291-41.2% |
| Admin fee / account holder | $23,978 | $1,921+1147.9% | $6,856+249.8% | $1,588+1409.5% |