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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 | $36,311 | $125,184-71.0% | $105,607-65.6% | $145,884-75.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 7.49% | 225.00%-217.5pp | 116.11%-108.6pp | 551.85%-544.4pp |
| Employer contribution / active EE | $387 | $3,720-89.6% | $3,167-87.8% | $4,662-91.7% |
| Participant deferral / active EE | $2,522 | $5,714-55.9% | $5,011-49.7% | $6,690-62.3% |
| Admin fee / account holder | $81,838 | $17,133+377.7% | $10,958+646.8% | $13,392+511.1% |