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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 | $249,744 | $106,749+134.0% | $145,433+71.7% | $82,448+202.9% |
| Participation rate | 25.7% | 75.6%-49.9pp | 82.1%-56.4pp | 68.1%-42.4pp |
| Annual return | 10.18% | 27.59%-17.4pp | 66.58%-56.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $593 | $3,444-82.8% | $4,554-87.0% | $2,551-76.7% |
| Participant deferral / active EE | $3,819 | $6,519-41.4% | $7,897-51.6% | $4,139-7.7% |
| Admin fee / account holder | $8,908 | $8,390+6.2% | $13,129-32.2% | $7,234+23.1% |