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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 | $104,988 | $150,447-30.2% | $136,298-23.0% | $147,586-28.9% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 9.08% | 1049.15%-1040.1pp | 5156.27%-5147.2pp | 578.59%-569.5pp |
| Employer contribution / active EE | $876 | $5,256-83.3% | $4,696-81.3% | $4,876-82.0% |
| Participant deferral / active EE | $5,442 | $6,631-17.9% | $6,247-12.9% | $5,439+0.1% |
| Admin fee / account holder | $176,679 | $10,906+1520.0% | $9,244+1811.3% | $10,886+1523.0% |