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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 | $104,208 | $88,778+17.4% | $81,844+27.3% | $145,884-28.6% |
| Participation rate | 18.8% | 75.1%-56.3pp | 72.4%-53.6pp | 80.3%-61.6pp |
| Annual return | 9.29% | 1033.03%-1023.7pp | 778.87%-769.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $52 | $3,087-98.3% | $2,916-98.2% | $4,662-98.9% |
| Participant deferral / active EE | $3,167 | $4,648-31.9% | $4,323-26.8% | $6,690-52.7% |
| Admin fee / account holder | $817 | $8,430-90.3% | $7,355-88.9% | $13,392-93.9% |