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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 | $98,238 | $57,305+71.4% | $86,640+13.4% | $75,173+30.7% |
| Participation rate | 25.0% | 63.2%-38.2pp | 71.7%-46.7pp | 67.2%-42.2pp |
| Annual return | 12.93% | 2674.24%-2661.3pp | 592.52%-579.6pp | 160.72%-147.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,781 | $3,320-16.2% | $4,438-37.3% | $4,126-32.6% |
| Admin fee / account holder | $8,380 | $4,116+103.6% | $5,616+49.2% | $5,651+48.3% |