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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 | $94,906 | $197,637-52.0% | $177,848-46.6% | $158,982-40.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 5.43% | 58.77%-53.3pp | 48.33%-42.9pp | 302.99%-297.6pp |
| Employer contribution / active EE | $809 | $6,698-87.9% | $5,919-86.3% | $4,763-83.0% |
| Participant deferral / active EE | $4,800 | $8,405-42.9% | $7,714-37.8% | $5,983-19.8% |
| Admin fee / account holder | $54,093 | $15,406+251.1% | $12,431+335.1% | $11,252+380.8% |