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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 | $114,773 | $77,164+48.7% | $178,014-35.5% | $80,874+41.9% |
| Participation rate | 24.1% | 65.7%-41.6pp | 77.1%-53.0pp | 67.6%-43.5pp |
| Annual return | 8.14% | 18.09%-9.9pp | 294.80%-286.7pp | 35.62%-27.5pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,841 | $4,408-58.2% | $6,276-70.7% | $4,297-57.2% |
| Admin fee / account holder | $48,692 | $7,164+579.7% | $10,362+369.9% | $6,935+602.1% |