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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 | $208,546 | $106,280+96.2% | $96,538+116.0% | $139,487+49.5% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 6.54% | 38.48%-31.9pp | 35.74%-29.2pp | 373.84%-367.3pp |
| Employer contribution / active EE | $362 | $4,107-91.2% | $3,740-90.3% | $4,755-92.4% |
| Participant deferral / active EE | $7,500 | $5,457+37.4% | $4,880+53.7% | $6,713+11.7% |
| Admin fee / account holder | $650 | $7,888-91.8% | $6,737-90.4% | $11,407-94.3% |