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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 | $186,401 | $156,398+19.2% | $147,318+26.5% | $138,895+34.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 9.68% | 78.75%-69.1pp | 70.43%-60.8pp | 145.39%-135.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,240 | $8,237-48.5% | $7,906-46.4% | $6,396-33.7% |
| Admin fee / account holder | $354,304 | $14,976+2265.9% | $13,708+2484.7% | $12,562+2720.4% |