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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 | $106,749+76.4% | $145,433+29.5% | $82,448+128.5% |
| Participation rate | 47.1% | 75.6%-28.6pp | 82.1%-35.1pp | 68.1%-21.0pp |
| Annual return | 12.07% | 27.59%-15.5pp | 66.58%-54.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,908 | $6,519-9.4% | $7,897-25.2% | $4,139+42.7% |
| Admin fee / account holder | $56,177 | $8,390+569.6% | $13,129+327.9% | $7,234+676.5% |