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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 | $116,741 | $110,337+5.8% | $102,383+14.0% | $145,877-20.0% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 8.20% | 24.83%-16.6pp | 24.94%-16.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,916 | $5,621-30.3% | $5,060-22.6% | $6,691-41.5% |
| Admin fee / account holder | $858 | $9,750-91.2% | $8,391-89.8% | $13,402-93.6% |