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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 | $94,926 | $85,766+10.7% | $136,298-30.4% | $70,126+35.4% |
| Participation rate | 20.3% | 74.2%-53.8pp | 81.9%-61.6pp | 69.5%-49.2pp |
| Annual return | 13.54% | 31.46%-17.9pp | 5156.27%-5142.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $11,190 | $5,051+121.5% | $6,247+79.1% | $3,332+235.9% |
| Admin fee / account holder | $3,178 | $5,421-41.4% | $9,244-65.6% | $4,645-31.6% |