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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 | $194,491 | $55,889+248.0% | $76,119+155.5% | $80,935+140.3% |
| Participation rate | 38.2% | 62.1%-23.9pp | 69.1%-30.9pp | 67.7%-29.5pp |
| Annual return | 9.49% | 20.58%-11.1pp | 361.25%-351.8pp | 35.66%-26.2pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,833 | $3,051-39.9% | $4,259-57.0% | $4,299-57.4% |
| Admin fee / account holder | $6,728 | $5,241+28.4% | $6,421+4.8% | $6,924-2.8% |