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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 | $155,028 | $93,345+66.1% | $119,126+30.1% | $87,485+77.2% |
| Participation rate | 64.5% | 68.7%-4.2pp | 75.8%-11.2pp | 68.9%-4.4pp |
| Annual return | 11.96% | 19.08%-7.1pp | 282.11%-270.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,064 | $4,099+72.3% | $5,318+32.8% | $4,274+65.3% |
| Admin fee / account holder | $25,014 | $8,039+211.2% | $10,693+133.9% | $7,775+221.7% |