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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 | $176,115 | $180,749-2.6% | $160,784+9.5% | $137,256+28.3% |
| Participation rate | 22.2% | 80.0%-57.8pp | 77.0%-54.7pp | 80.0%-57.7pp |
| Annual return | 3.59% | 2234.46%-2230.9pp | 1803.92%-1800.3pp | 220.34%-216.7pp |
| Employer contribution / active EE | $353 | $4,155-91.5% | $3,733-90.6% | $4,156-91.5% |
| Participant deferral / active EE | $4,068 | $6,844-40.6% | $6,293-35.4% | $6,407-36.5% |
| Admin fee / account holder | $873,685 | $10,397+8303.4% | $9,717+8891.3% | $12,270+7020.4% |