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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 | $181,757 | $154,228+17.8% | $145,433+25.0% | $137,256+32.4% |
| Participation rate | 27.3% | 83.8%-56.5pp | 82.1%-54.8pp | 80.0%-52.7pp |
| Annual return | 8.44% | 74.59%-66.1pp | 66.58%-58.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $838 | $4,804-82.6% | $4,554-81.6% | $4,156-79.8% |
| Participant deferral / active EE | $4,022 | $8,216-51.1% | $7,897-49.1% | $6,407-37.2% |
| Admin fee / account holder | $1,838 | $14,344-87.2% | $13,129-86.0% | $12,270-85.0% |