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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 | $154,632 | $174,379-11.3% | $152,093+1.7% | $138,895+11.3% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 9.33% | 74.86%-65.5pp | 66.36%-57.0pp | 145.39%-136.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,817 | $6,159+26.9% | $5,451+43.4% | $6,396+22.2% |
| Admin fee / account holder | $3,256 | $16,880-80.7% | $14,497-77.5% | $12,562-74.1% |