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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 | $75,632 | $185,225-59.2% | $142,898-47.1% | $167,553-54.9% |
| Participation rate | 42.9% | 78.5%-35.6pp | 72.0%-29.1pp | 82.1%-39.3pp |
| Annual return | 2.58% | 8558.12%-8555.5pp | 5639.64%-5637.1pp | 478.89%-476.3pp |
| Employer contribution / active EE | $7 | $5,607-99.9% | $4,146-99.8% | $4,840-99.9% |
| Participant deferral / active EE | $686 | $4,496-84.7% | $3,838-82.1% | $6,343-89.2% |
| Admin fee / account holder | $11,738 | $8,032+46.1% | $6,560+78.9% | $12,316-4.7% |