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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 | $33,111 | $185,856-82.2% | $170,028-80.5% | $139,456-76.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 5.21% | 60.52%-55.3pp | 53.39%-48.2pp | 373.45%-368.2pp |
| Employer contribution / active EE | $1,150 | $7,593-84.8% | $6,788-83.1% | $4,753-75.8% |
| Participant deferral / active EE | $6,096 | $11,623-47.6% | $10,409-41.4% | $6,711-9.2% |
| Admin fee / account holder | $30,546 | $15,387+98.5% | $12,820+138.3% | $11,407+167.8% |