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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 | $173,330 | $115,810+49.7% | $101,271+71.2% | $158,966+9.0% |
| Participation rate | 45.0% | 79.4%-34.4pp | 75.8%-30.8pp | 82.0%-37.0pp |
| Annual return | 5.47% | 56.15%-50.7pp | 46.48%-41.0pp | 302.95%-297.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,542 | $4,958-68.9% | $4,371-64.7% | $5,983-74.2% |
| Admin fee / account holder | $3,251 | $7,248-55.1% | $5,948-45.3% | $11,250-71.1% |