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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 | $177,757 | $124,980+42.2% | $108,359+64.0% | $154,746+14.9% |
| Participation rate | 69.2% | 75.2%-5.9pp | 70.1%-0.9pp | 80.7%-11.5pp |
| Annual return | 7.09% | 45.00%-37.9pp | 36.89%-29.8pp | 172.34%-165.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,835 | $4,743-61.3% | $4,137-55.6% | $6,730-72.7% |
| Admin fee / account holder | $3,239 | $11,502-71.8% | $9,741-66.7% | $14,365-77.5% |