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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 | $121,902 | $99,668+22.3% | $86,451+41.0% | $134,545-9.4% |
| Participation rate | 52.6% | 82.1%-29.4pp | 80.3%-27.7pp | 81.2%-28.6pp |
| Annual return | -21.14% | 6789.61%-6810.8pp | 4398.51%-4419.7pp | 418.37%-439.5pp |
| Employer contribution / active EE | $441 | $4,403-90.0% | $3,770-88.3% | $4,742-90.7% |
| Participant deferral / active EE | $3,058 | $7,249-57.8% | $6,953-56.0% | $6,401-52.2% |
| Admin fee / account holder | $7,776 | $8,377-7.2% | $6,734+15.5% | $11,431-32.0% |