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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 | $157,524 | $72,492+117.3% | $87,104+80.8% | $72,975+115.9% |
| Participation rate | 55.4% | 72.8%-17.5pp | 76.9%-21.5pp | 69.5%-14.1pp |
| Annual return | 4.31% | 24.46%-20.1pp | 28.19%-23.9pp | 81.01%-76.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,944 | $3,270+81.8% | $4,048+46.8% | $3,608+64.8% |
| Admin fee / account holder | $8,316 | $5,055+64.5% | $7,491+11.0% | $5,124+62.3% |