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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 | $81,824 | $150,442-45.6% | $136,295-40.0% | $147,585-44.6% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 8.54% | 1049.09%-1040.6pp | 5155.97%-5147.4pp | 578.56%-570.0pp |
| Employer contribution / active EE | $581 | $5,256-88.9% | $4,695-87.6% | $4,876-88.1% |
| Participant deferral / active EE | $2,604 | $6,630-60.7% | $6,247-58.3% | $5,439-52.1% |
| Admin fee / account holder | $72,919 | $10,905+568.6% | $9,243+688.9% | $10,885+569.9% |