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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 | $91,415 | $58,258+56.9% | $81,820+11.7% | $80,925+13.0% |
| Participation rate | 30.6% | 63.5%-32.9pp | 72.4%-41.8pp | 67.7%-37.0pp |
| Annual return | 8.38% | 41.76%-33.4pp | 777.93%-769.5pp | 35.65%-27.3pp |
| Employer contribution / active EE | $110 | $2,345-95.3% | $2,915-96.2% | $2,756-96.0% |
| Participant deferral / active EE | $1,581 | $3,284-51.8% | $4,323-63.4% | $4,299-63.2% |
| Admin fee / account holder | $992 | $4,976-80.1% | $7,391-86.6% | $6,940-85.7% |