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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 | $146,235 | $209,336-30.1% | $197,124-25.8% | $137,256+6.5% |
| Participation rate | 11.1% | 87.3%-76.2pp | 86.7%-75.6pp | 80.0%-68.8pp |
| Annual return | 6.99% | 48.09%-41.1pp | 44.34%-37.4pp | 220.34%-213.4pp |
| Employer contribution / active EE | $549 | $6,591-91.7% | $6,227-91.2% | $4,156-86.8% |
| Participant deferral / active EE | $4,049 | $9,614-57.9% | $9,135-55.7% | $6,407-36.8% |
| Admin fee / account holder | $657,618 | $17,308+3699.6% | $16,298+3934.9% | $12,270+5259.5% |