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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 | $109,639 | $105,200+4.2% | $159,474-31.2% | $85,847+27.7% |
| Participation rate | 57.6% | 75.8%-18.2pp | 82.8%-25.3pp | 69.3%-11.7pp |
| Annual return | 11.79% | 45.08%-33.3pp | 263.68%-251.9pp | 318.61%-306.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,778 | $5,946-2.8% | $7,353-21.4% | $3,952+46.2% |
| Admin fee / account holder | $44,176 | $6,934+537.1% | $10,802+308.9% | $6,261+605.6% |