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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 | $195,471 | $49,976+291.1% | $66,674+193.2% | $82,637+136.5% |
| Participation rate | 27.6% | 63.1%-35.5pp | 73.7%-46.1pp | 68.1%-40.5pp |
| Annual return | 12.62% | 39.09%-26.5pp | 321.24%-308.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,160 | $2,847+81.3% | $4,084+26.3% | $4,126+25.1% |
| Admin fee / account holder | $17,422 | $4,594+279.3% | $5,098+241.7% | $7,339+137.4% |