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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 | $146,128 | $93,598+56.1% | $135,974+7.5% | $75,173+94.4% |
| Participation rate | 55.9% | 75.2%-19.3pp | 81.9%-26.0pp | 67.2%-11.3pp |
| Annual return | 13.30% | 30.89%-17.6pp | 68.30%-55.0pp | 160.72%-147.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,729 | $6,405+20.7% | $7,760-0.4% | $4,126+87.3% |
| Admin fee / account holder | $53,589 | $6,978+668.0% | $10,767+397.7% | $5,651+848.4% |