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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 | $28,024 | $150,447-81.4% | $136,298-79.4% | $147,586-81.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 7.26% | 1049.15%-1041.9pp | 5156.27%-5149.0pp | 578.59%-571.3pp |
| Employer contribution / active EE | $764 | $5,256-85.5% | $4,696-83.7% | $4,876-84.3% |
| Participant deferral / active EE | $4,159 | $6,631-37.3% | $6,247-33.4% | $5,439-23.5% |
| Admin fee / account holder | $2,853 | $10,906-73.8% | $9,244-69.1% | $10,886-73.8% |