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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 | $193,089 | $183,539+5.2% | $155,556+24.1% | $145,897+32.3% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 8.01% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $600 | $5,315-88.7% | $4,675-87.2% | $4,663-87.1% |
| Participant deferral / active EE | $2,250 | $6,467-65.2% | $5,631-60.0% | $6,689-66.4% |
| Admin fee / account holder | $66,241 | $19,275+243.7% | $15,885+317.0% | $13,390+394.7% |