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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 | $136,455 | $150,447-9.3% | $136,298+0.1% | $147,586-7.5% |
| Participation rate | 40.9% | 84.4%-43.5pp | 81.9%-41.0pp | 82.8%-41.9pp |
| Annual return | 10.05% | 1049.15%-1039.1pp | 5156.27%-5146.2pp | 578.59%-568.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,813 | $6,631-12.3% | $6,247-6.9% | $5,439+6.9% |
| Admin fee / account holder | $48,133 | $10,906+341.3% | $9,244+420.7% | $10,886+342.2% |