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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 | $138,708 | $97,078+42.9% | $103,065+34.6% | $145,897-4.9% |
| Participation rate | 15.4% | 81.1%-65.8pp | 80.6%-65.2pp | 80.3%-64.9pp |
| Annual return | 9.12% | 25.49%-16.4pp | 23.95%-14.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,062 | $6,601-68.8% | $6,625-68.9% | $6,689-69.2% |
| Admin fee / account holder | $7,597 | $12,505-39.2% | $9,349-18.7% | $13,390-43.3% |