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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 | $89,044 | $90,614-1.7% | $76,089+17.0% | $145,877-39.0% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.1%-22.0pp | 80.3%-33.2pp |
| Annual return | 8.12% | 623.80%-615.7pp | 360.94%-352.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $444 | $3,324-86.6% | $2,690-83.5% | $4,663-90.5% |
| Participant deferral / active EE | $1,161 | $5,168-77.5% | $4,259-72.7% | $6,691-82.6% |
| Admin fee / account holder | $6,570 | $8,376-21.6% | $6,418+2.4% | $13,402-51.0% |