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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 | $181,610 | $117,895+54.0% | $102,460+77.3% | $145,897+24.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 5.74% | 31.92%-26.2pp | 29.47%-23.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,335 | $5,736+27.9% | $5,056+45.1% | $6,689+9.6% |
| Admin fee / account holder | $170,206 | $13,353+1174.7% | $9,460+1699.2% | $13,390+1171.1% |