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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 | $149,697 | $55,446+170.0% | $155,574-3.8% | $74,429+101.1% |
| Participation rate | 14.4% | 61.9%-47.5pp | 78.2%-63.8pp | 67.2%-52.8pp |
| Annual return | 9.86% | 269.20%-259.3pp | 64.87%-55.0pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $312 | $2,266-86.2% | $4,676-93.3% | $2,625-88.1% |
| Participant deferral / active EE | $1,047 | $2,836-63.1% | $5,629-81.4% | $4,348-75.9% |
| Admin fee / account holder | $5,146 | $1,743+195.3% | $15,914-67.7% | $1,944+164.7% |