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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 | $104,964 | $112,131-6.4% | $95,964+9.4% | $158,982-34.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 3.02% | 171.19%-168.2pp | 91.64%-88.6pp | 302.99%-300.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,884 | $4,784+2.1% | $4,167+17.2% | $5,983-18.4% |
| Admin fee / account holder | $13,832 | $10,136+36.5% | $6,797+103.5% | $11,252+22.9% |