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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 | $215,595 | $101,778+111.8% | $164,975+30.7% | $80,925+166.4% |
| Participation rate | 57.9% | 71.8%-13.9pp | 78.6%-20.7pp | 67.7%-9.8pp |
| Annual return | 9.92% | 16.73%-6.8pp | 70.12%-60.2pp | 35.65%-25.7pp |
| Employer contribution / active EE | $524 | $2,954-82.3% | $4,343-87.9% | $2,756-81.0% |
| Participant deferral / active EE | $5,241 | $4,477+17.1% | $6,033-13.1% | $4,299+21.9% |
| Admin fee / account holder | $21,361 | $8,221+159.8% | $12,688+68.4% | $6,940+207.8% |