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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 | $230,308 | $217,427+5.9% | $185,837+23.9% | $167,518+37.5% |
| Participation rate | 44.4% | 86.0%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 5.21% | 148.39%-143.2pp | 122.08%-116.9pp | 478.71%-473.5pp |
| Employer contribution / active EE | $1,156 | $5,874-80.3% | $5,168-77.6% | $4,838-76.1% |
| Participant deferral / active EE | $4,868 | $6,357-23.4% | $5,568-12.6% | $6,342-23.2% |
| Admin fee / account holder | $1,877 | $19,816-90.5% | $16,241-88.4% | $12,312-84.8% |