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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 | $105,673 | $108,911-3.0% | $100,392+5.3% | $145,884-27.6% |
| Participation rate | 63.2% | 83.0%-19.8pp | 81.5%-18.3pp | 80.3%-17.1pp |
| Annual return | 9.92% | 58.23%-48.3pp | 49.45%-39.5pp | 551.85%-541.9pp |
| Employer contribution / active EE | $322 | $4,420-92.7% | $3,941-91.8% | $4,662-93.1% |
| Participant deferral / active EE | $3,989 | $8,459-52.8% | $8,090-50.7% | $6,690-40.4% |
| Admin fee / account holder | $47,223 | $9,698+386.9% | $7,904+497.5% | $13,392+252.6% |