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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 | $185,240 | $68,681+169.7% | $86,615+113.9% | $85,847+115.8% |
| Participation rate | 26.3% | 66.4%-40.0pp | 71.6%-45.3pp | 69.3%-43.0pp |
| Annual return | 7.91% | 20.12%-12.2pp | 63.51%-55.6pp | 318.61%-310.7pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,265 | $2,919-22.4% | $3,699-38.8% | $3,952-42.7% |
| Admin fee / account holder | $39,338 | $5,974+558.4% | $5,830+574.8% | $6,261+528.3% |