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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 | $221,786 | $57,541+285.4% | $95,733+131.7% | $75,173+195.0% |
| Participation rate | 61.3% | 62.5%-1.2pp | 72.3%-11.0pp | 67.2%-5.9pp |
| Annual return | 12.89% | 34.93%-22.0pp | 28.37%-15.5pp | 160.65%-147.8pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,125 | $3,074+99.3% | $4,244+44.3% | $4,126+48.5% |
| Admin fee / account holder | $4,575 | $4,099+11.6% | $5,673-19.3% | $5,651-19.0% |