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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 | $81,381 | $78,705+3.4% | $117,857-30.9% | $70,131+16.0% |
| Participation rate | 51.3% | 73.2%-21.9pp | 79.7%-28.4pp | 69.5%-18.3pp |
| Annual return | 9.60% | 23.30%-13.7pp | 335.09%-325.5pp | 73.14%-63.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,154 | $3,297-34.7% | $4,482-52.0% | $3,332-35.4% |
| Admin fee / account holder | $13,765 | $5,065+171.7% | $8,020+71.6% | $4,645+196.3% |