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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 | $223,823-34.7% | $211,142-30.7% | $154,746-5.5% |
| Participation rate | 11.1% | 87.9%-76.7pp | 87.3%-76.2pp | 80.7%-69.6pp |
| Annual return | 6.99% | 50.39%-43.4pp | 46.84%-39.8pp | 172.34%-165.3pp |
| Employer contribution / active EE | $549 | $6,787-91.9% | $6,442-91.5% | $4,379-87.5% |
| Participant deferral / active EE | $4,049 | $9,750-58.5% | $9,284-56.4% | $6,730-39.8% |
| Admin fee / account holder | $657,618 | $19,707+3237.0% | $19,076+3347.4% | $14,365+4477.8% |