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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 | $101,771 | $58,311+74.5% | $81,882+24.3% | $80,959+25.7% |
| Participation rate | 9.0% | 63.5%-54.5pp | 72.4%-63.4pp | 67.7%-58.7pp |
| Annual return | 10.59% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $932 | $3,287-71.6% | $4,323-78.4% | $4,300-78.3% |
| Admin fee / account holder | $817 | $4,752-82.8% | $7,360-88.9% | $6,925-88.2% |