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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 | $62,732 | $60,454+3.8% | $81,844-23.4% | $74,459-15.8% |
| Participation rate | 38.5% | 63.0%-24.4pp | 72.4%-33.9pp | 67.2%-28.7pp |
| Annual return | 10.06% | 16.87%-6.8pp | 778.87%-768.8pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $175 | $2,630-93.3% | $2,916-94.0% | $2,626-93.3% |
| Participant deferral / active EE | $1,880 | $3,398-44.7% | $4,323-56.5% | $4,350-56.8% |
| Admin fee / account holder | $4,393 | $1,490+194.7% | $7,355-40.3% | $1,945+125.9% |