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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 | $122,843 | $78,690+56.1% | $161,489-23.9% | $87,485+40.4% |
| Participation rate | 56.7% | 67.5%-10.8pp | 78.7%-22.0pp | 68.9%-12.3pp |
| Annual return | 10.54% | 32.74%-22.2pp | 89.72%-79.2pp | 26.06%-15.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,965 | $3,311+50.0% | $5,630-11.8% | $4,274+16.2% |
| Admin fee / account holder | $19,286 | $6,724+186.8% | $16,006+20.5% | $7,775+148.1% |