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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 | $189,956 | $117,895+61.1% | $102,460+85.4% | $145,897+30.2% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 4.94% | 31.92%-27.0pp | 29.47%-24.5pp | 552.29%-547.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,772 | $5,736+35.5% | $5,056+53.7% | $6,689+16.2% |
| Admin fee / account holder | $5,328 | $13,353-60.1% | $9,460-43.7% | $13,390-60.2% |