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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 | $150,100 | $183,592-18.2% | $155,567-3.5% | $145,959+2.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 3.36% | 61.24%-57.9pp | 64.74%-61.4pp | 561.95%-558.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,147 | $6,464+72.4% | $5,628+98.1% | $6,689+66.7% |
| Admin fee / account holder | $5,822 | $19,318-69.9% | $15,916-63.4% | $13,398-56.5% |