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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 | $84,473 | $137,414-38.5% | $189,545-55.4% | $85,851-1.6% |
| Participation rate | 69.7% | 84.6%-14.9pp | 87.8%-18.1pp | 69.3%+0.4pp |
| Annual return | 10.95% | 38.14%-27.2pp | 555.36%-544.4pp | 318.63%-307.7pp |
| Employer contribution / active EE | $201 | $4,344-95.4% | $6,162-96.7% | $2,565-92.2% |
| Participant deferral / active EE | $5,297 | $6,260-15.4% | $8,220-35.6% | $3,952+34.0% |
| Admin fee / account holder | $35,706 | $8,630+313.8% | $12,049+196.3% | $6,261+470.3% |