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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 | $183,987 | $183,539+0.2% | $155,556+18.3% | $145,897+26.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 7.62% | 61.31%-53.7pp | 64.84%-57.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $965 | $5,315-81.8% | $4,675-79.4% | $4,663-79.3% |
| Participant deferral / active EE | $3,090 | $6,467-52.2% | $5,631-45.1% | $6,689-53.8% |
| Admin fee / account holder | $15,820 | $19,275-17.9% | $15,885-0.4% | $13,390+18.1% |