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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 | $161,118 | $92,798+73.6% | $96,707+66.6% | $137,256+17.4% |
| Participation rate | 14.3% | 81.6%-67.4pp | 80.4%-66.1pp | 80.0%-65.7pp |
| Annual return | 6.84% | 31.24%-24.4pp | 34.78%-27.9pp | 220.34%-213.5pp |
| Employer contribution / active EE | $798 | $4,147-80.8% | $4,191-81.0% | $4,156-80.8% |
| Participant deferral / active EE | $1,396 | $5,877-76.2% | $5,997-76.7% | $6,407-78.2% |
| Admin fee / account holder | $124,050 | $7,946+1461.2% | $7,503+1553.4% | $12,270+911.0% |