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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 | $108,088 | $112,121-3.6% | $95,960+12.6% | $158,966-32.0% |
| Participation rate | 12.5% | 79.0%-66.5pp | 77.1%-64.6pp | 82.0%-69.5pp |
| Annual return | 0.01% | 171.16%-171.2pp | 91.63%-91.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $566 | $3,199-82.3% | $2,541-77.7% | $4,762-88.1% |
| Participant deferral / active EE | $2,768 | $4,784-42.2% | $4,167-33.6% | $5,983-53.7% |
| Admin fee / account holder | $340,135 | $10,135+3256.1% | $6,797+4904.2% | $11,250+2923.4% |