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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 | $86,436 | $159,934-46.0% | $147,005-41.2% | $145,959-40.8% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.2%-64.0pp | 80.3%-62.1pp |
| Annual return | 8.36% | 98.24%-89.9pp | 418.76%-410.4pp | 561.95%-553.6pp |
| Employer contribution / active EE | $724 | $5,287-86.3% | $4,934-85.3% | $4,661-84.5% |
| Participant deferral / active EE | $5,112 | $8,427-39.3% | $8,070-36.6% | $6,689-23.6% |
| Admin fee / account holder | $26,473 | $15,053+75.9% | $13,006+103.5% | $13,398+97.6% |