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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 | $167,680 | $227,597-26.3% | $189,575-11.5% | $167,536+0.1% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.4%-14.2pp | 82.1%-17.8pp |
| Annual return | 6.41% | 78.44%-72.0pp | 64.19%-57.8pp | 478.82%-472.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,557 | $7,002-49.2% | $6,174-42.4% | $6,342-43.9% |
| Admin fee / account holder | $5,276 | $11,877-55.6% | $9,806-46.2% | $12,315-57.2% |