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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 | $89,857 | $52,507+71.1% | $129,406-30.6% | $74,478+20.6% |
| Participation rate | 18.5% | 53.9%-35.5pp | 69.6%-51.2pp | 67.2%-48.8pp |
| Annual return | 10.06% | 15.64%-5.6pp | 9468.18%-9458.1pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $122 | $1,534-92.1% | $4,155-97.1% | $2,626-95.4% |
| Participant deferral / active EE | $1,114 | $2,801-60.2% | $4,167-73.3% | $4,350-74.4% |
| Admin fee / account holder | $8,932 | $2,639+238.5% | $7,689+16.2% | $1,946+359.1% |