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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 | $244,443 | $150,447+62.5% | $136,298+79.3% | $147,586+65.6% |
| Participation rate | 36.4% | 84.4%-48.1pp | 81.9%-45.6pp | 82.8%-46.5pp |
| Annual return | 8.83% | 1049.15%-1040.3pp | 5156.27%-5147.4pp | 578.59%-569.8pp |
| Employer contribution / active EE | $886 | $5,256-83.2% | $4,696-81.1% | $4,876-81.8% |
| Participant deferral / active EE | $6,264 | $6,631-5.5% | $6,247+0.3% | $5,439+15.2% |
| Admin fee / account holder | $25,006 | $10,906+129.3% | $9,244+170.5% | $10,886+129.7% |