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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 | $158,402 | $160,070-1.0% | $147,117+7.7% | $145,897+8.6% |
| Participation rate | 23.5% | 84.0%-60.5pp | 82.2%-58.7pp | 80.3%-56.8pp |
| Annual return | 2.06% | 98.69%-96.6pp | 420.54%-418.5pp | 552.29%-550.2pp |
| Employer contribution / active EE | $774 | $5,285-85.4% | $4,932-84.3% | $4,663-83.4% |
| Participant deferral / active EE | $2,964 | $8,419-64.8% | $8,065-63.2% | $6,689-55.7% |
| Admin fee / account holder | $1,011 | $15,035-93.3% | $12,993-92.2% | $13,390-92.5% |