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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 | $119,735 | $68,097+75.8% | $62,929+90.3% | $137,256-12.8% |
| Participation rate | 31.3% | 77.4%-46.2pp | 73.1%-41.9pp | 80.0%-48.7pp |
| Annual return | 8.56% | 1859.11%-1850.6pp | 1063.93%-1055.4pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,756 | $4,553-61.4% | $3,888-54.8% | $6,407-72.6% |
| Admin fee / account holder | $17,777 | $6,521+172.6% | $5,065+251.0% | $12,270+44.9% |