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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 | $145,210 | $150,447-3.5% | $136,298+6.5% | $147,586-1.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 7.47% | 1049.15%-1041.7pp | 5156.27%-5148.8pp | 578.59%-571.1pp |
| Employer contribution / active EE | $57 | $5,256-98.9% | $4,696-98.8% | $4,876-98.8% |
| Participant deferral / active EE | $6,030 | $6,631-9.1% | $6,247-3.5% | $5,439+10.9% |
| Admin fee / account holder | $30,634 | $10,906+180.9% | $9,244+231.4% | $10,886+181.4% |