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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 | $155,335 | $152,619+1.8% | $125,195+24.1% | $152,909+1.6% |
| Participation rate | 64.7% | 83.3%-18.6pp | 79.8%-15.1pp | 82.5%-17.7pp |
| Annual return | 1.10% | 54.85%-53.7pp | 43.79%-42.7pp | 345.46%-344.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,871 | $5,869-17.0% | $4,937-1.3% | $5,851-16.8% |
| Admin fee / account holder | $9,415 | $13,437-29.9% | $9,704-3.0% | $11,601-18.8% |