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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 | $158,498 | $88,754+78.6% | $81,820+93.7% | $145,877+8.7% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 1.53% | 1031.77%-1030.2pp | 777.93%-776.4pp | 551.28%-549.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,229 | $4,648-52.0% | $4,323-48.4% | $6,691-66.7% |
| Admin fee / account holder | $9,494 | $8,424+12.7% | $7,391+28.5% | $13,402-29.2% |