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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 | $174,348 | $106,524+63.7% | $152,301+14.5% | $87,485+99.3% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.4%-23.2pp | 68.9%-9.7pp |
| Annual return | 10.77% | 26.89%-16.1pp | 80.50%-69.7pp | 26.06%-15.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,669 | $6,525-13.1% | $8,004-29.2% | $4,274+32.6% |
| Admin fee / account holder | $14,354 | $8,287+73.2% | $14,398-0.3% | $7,775+84.6% |