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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 | $107,092 | $112,121-4.5% | $95,960+11.6% | $158,966-32.6% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 4.50% | 171.16%-166.7pp | 91.63%-87.1pp | 302.95%-298.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,485 | $4,784+35.5% | $4,167+55.6% | $5,983+8.4% |
| Admin fee / account holder | $26,804 | $10,135+164.5% | $6,797+294.3% | $11,250+138.3% |