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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 | $159,978-1.0% | $147,041+7.7% | $145,978+8.5% |
| Participation rate | 23.5% | 84.0%-60.5pp | 82.2%-58.6pp | 80.3%-56.8pp |
| Annual return | 2.06% | 98.36%-96.3pp | 419.21%-417.1pp | 550.52%-548.5pp |
| Employer contribution / active EE | $774 | $5,288-85.4% | $4,935-84.3% | $4,662-83.4% |
| Participant deferral / active EE | $2,964 | $8,429-64.8% | $8,071-63.3% | $6,690-55.7% |
| Admin fee / account holder | $1,011 | $15,053-93.3% | $13,006-92.2% | $13,400-92.5% |