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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 | $233,452 | $183,592+27.2% | $155,574+50.1% | $145,877+60.0% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 6.94% | 61.37%-54.4pp | 64.87%-57.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $950 | $5,317-82.1% | $4,676-79.7% | $4,663-79.6% |
| Participant deferral / active EE | $3,528 | $6,466-45.4% | $5,629-37.3% | $6,691-47.3% |
| Admin fee / account holder | $1,013 | $19,316-94.8% | $15,914-93.6% | $13,402-92.4% |