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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 | $196,733 | $77,920+152.5% | $149,723+31.4% | $75,177+161.7% |
| Participation rate | 45.2% | 65.6%-20.3pp | 78.8%-33.5pp | 67.2%-22.0pp |
| Annual return | 12.93% | 31.72%-18.8pp | 134.50%-121.6pp | 160.75%-147.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,059 | $3,411+48.3% | $5,682-11.0% | $4,126+22.6% |
| Admin fee / account holder | $22,039 | $5,951+270.4% | $13,215+66.8% | $5,651+290.0% |