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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 | $92,463 | $38,365+141.0% | $84,628+9.3% | $65,185+41.8% |
| Participation rate | 25.7% | 55.7%-29.9pp | 68.2%-42.5pp | 70.2%-44.5pp |
| Annual return | 17.57% | 32.00%-14.4pp | 258.80%-241.2pp | 29.38%-11.8pp |
| Employer contribution / active EE | $100 | $1,258-92.1% | $2,653-96.2% | $2,177-95.4% |
| Participant deferral / active EE | $2,480 | $2,278+8.8% | $3,900-36.4% | $3,514-29.4% |
| Admin fee / account holder | $9,473 | $451+1998.9% | $4,914+92.8% | $847+1018.2% |