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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 | $143,928 | $118,708+21.2% | $98,920+45.5% | $158,982-9.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 4.96% | 372.49%-367.5pp | 196.47%-191.5pp | 302.99%-298.0pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,423 | $5,089-72.0% | $4,245-66.5% | $5,983-76.2% |
| Admin fee / account holder | $1,817 | $10,134-82.1% | $6,643-72.6% | $11,252-83.8% |