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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 | $128,836 | $88,754+45.2% | $81,820+57.5% | $145,877-11.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.16% | 1031.77%-1022.6pp | 777.93%-768.8pp | 551.28%-542.1pp |
| Employer contribution / active EE | $328 | $3,085-89.4% | $2,915-88.7% | $4,663-93.0% |
| Participant deferral / active EE | $7,500 | $4,648+61.4% | $4,323+73.5% | $6,691+12.1% |
| Admin fee / account holder | $1,038 | $8,424-87.7% | $7,391-86.0% | $13,402-92.3% |