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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 | $230,837 | $53,063+335.0% | $124,206+85.8% | $82,637+179.3% |
| Participation rate | 14.6% | 58.4%-43.8pp | 69.6%-55.0pp | 68.1%-53.4pp |
| Annual return | 12.64% | 68.87%-56.2pp | 515.27%-502.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $910 | $2,644-65.6% | $3,968-77.1% | $4,126-77.9% |
| Admin fee / account holder | $2,327 | $4,281-45.6% | $5,929-60.7% | $7,339-68.3% |