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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 | $203,999 | $160,028+27.5% | $147,080+38.7% | $145,884+39.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 9.00% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.8pp |
| Employer contribution / active EE | $933 | $5,286-82.3% | $4,933-81.1% | $4,662-80.0% |
| Participant deferral / active EE | $9,067 | $8,422+7.7% | $8,066+12.4% | $6,690+35.5% |
| Admin fee / account holder | $3,581 | $15,030-76.2% | $12,989-72.4% | $13,392-73.3% |