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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 | $184,627 | $110,410+67.2% | $102,437+80.2% | $145,897+26.5% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 8.47% | 24.85%-16.4pp | 24.95%-16.5pp | 552.29%-543.8pp |
| Employer contribution / active EE | $533 | $4,217-87.4% | $3,871-86.2% | $4,663-88.6% |
| Participant deferral / active EE | $5,113 | $5,622-9.1% | $5,060+1.0% | $6,689-23.6% |
| Admin fee / account holder | $4,448 | $9,745-54.4% | $8,388-47.0% | $13,390-66.8% |