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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 | $136,526 | $111,535+22.4% | $105,223+29.7% | $137,256-0.5% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 7.24% | 237.85%-230.6pp | 180.65%-173.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $168 | $3,939-95.7% | $3,689-95.4% | $4,156-96.0% |
| Participant deferral / active EE | $1,469 | $5,500-73.3% | $5,072-71.0% | $6,407-77.1% |
| Admin fee / account holder | $47,779 | $9,721+391.5% | $8,859+439.3% | $12,270+289.4% |