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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 | $146,946 | $160,070-8.2% | $147,117-0.1% | $145,897+0.7% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 7.87% | 98.69%-90.8pp | 420.54%-412.7pp | 552.29%-544.4pp |
| Employer contribution / active EE | $791 | $5,285-85.0% | $4,932-84.0% | $4,663-83.0% |
| Participant deferral / active EE | $3,805 | $8,419-54.8% | $8,065-52.8% | $6,689-43.1% |
| Admin fee / account holder | $1,651 | $15,035-89.0% | $12,993-87.3% | $13,390-87.7% |