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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 | $98,219 | $79,961+22.8% | $98,462-0.2% | $75,177+30.6% |
| Participation rate | 67.7% | 70.4%-2.6pp | 75.2%-7.4pp | 67.2%+0.5pp |
| Annual return | 10.33% | 19.75%-9.4pp | 21.17%-10.8pp | 160.75%-150.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,244 | $3,753-13.5% | $4,738-31.5% | $4,126-21.4% |
| Admin fee / account holder | $15,856 | $6,842+131.7% | $8,875+78.7% | $5,651+180.6% |