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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 | $213,425 | $70,435+203.0% | $96,575+121.0% | $85,856+148.6% |
| Participation rate | 53.3% | 61.8%-8.5pp | 69.8%-16.5pp | 69.3%-16.0pp |
| Annual return | 10.11% | 18.59%-8.5pp | 37.79%-27.7pp | 318.58%-308.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,734 | $2,894+98.1% | $3,849+49.0% | $3,952+45.1% |
| Admin fee / account holder | $30,333 | $4,997+507.0% | $6,182+390.7% | $6,261+384.5% |