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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 | $246,959 | $51,638+378.3% | $68,368+261.2% | $82,448+199.5% |
| Participation rate | 41.4% | 63.6%-22.2pp | 73.8%-32.4pp | 68.1%-26.7pp |
| Annual return | 11.88% | 37.53%-25.7pp | 292.57%-280.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,864 | $2,914+169.9% | $4,123+90.8% | $4,139+90.0% |
| Admin fee / account holder | $52,443 | $4,643+1029.4% | $5,150+918.4% | $7,234+624.9% |