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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 | $188,356 | $106,524+76.8% | $152,301+23.7% | $87,485+115.3% |
| Participation rate | 47.1% | 75.8%-28.7pp | 82.4%-35.4pp | 68.9%-21.9pp |
| Annual return | 12.07% | 26.89%-14.8pp | 80.50%-68.4pp | 26.06%-14.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,908 | $6,525-9.4% | $8,004-26.2% | $4,274+38.3% |
| Admin fee / account holder | $56,177 | $8,287+577.9% | $14,398+290.2% | $7,775+622.6% |