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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 | $144,011 | $85,766+67.9% | $136,298+5.7% | $70,126+105.4% |
| Participation rate | 63.4% | 74.2%-10.7pp | 81.9%-18.5pp | 69.5%-6.1pp |
| Annual return | 13.32% | 31.46%-18.1pp | 5156.27%-5142.9pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,253 | $5,051-15.8% | $6,247-31.9% | $3,332+27.7% |
| Admin fee / account holder | $9,229 | $5,421+70.3% | $9,244-0.2% | $4,645+98.7% |