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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 | $189,499 | $156,398+21.2% | $147,318+28.6% | $138,895+36.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 7.58% | 78.75%-71.2pp | 70.43%-62.8pp | 145.39%-137.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,373 | $8,237+1.6% | $7,906+5.9% | $6,396+30.9% |
| Admin fee / account holder | $174,681 | $14,976+1066.4% | $13,708+1174.3% | $12,562+1290.5% |