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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 | $93,300 | $197,637-52.8% | $177,848-47.5% | $158,982-41.3% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 3.97% | 58.77%-54.8pp | 48.33%-44.4pp | 302.99%-299.0pp |
| Employer contribution / active EE | $760 | $6,698-88.7% | $5,919-87.2% | $4,763-84.0% |
| Participant deferral / active EE | $6,500 | $8,405-22.7% | $7,714-15.7% | $5,983+8.6% |
| Admin fee / account holder | $82,377 | $15,406+434.7% | $12,431+562.7% | $11,252+632.1% |