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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 | $208,884 | $183,539+13.8% | $155,556+34.3% | $145,897+43.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 7.61% | 61.31%-53.7pp | 64.84%-57.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $557 | $5,315-89.5% | $4,675-88.1% | $4,663-88.1% |
| Participant deferral / active EE | $7,650 | $6,467+18.3% | $5,631+35.9% | $6,689+14.4% |
| Admin fee / account holder | $955 | $19,275-95.0% | $15,885-94.0% | $13,390-92.9% |