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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 | $125,205 | $98,760+26.8% | $149,715-16.4% | $79,858+56.8% |
| Participation rate | 53.2% | 75.8%-22.6pp | 82.5%-29.3pp | 69.6%-16.4pp |
| Annual return | 10.00% | 27.43%-17.4pp | 276.66%-266.7pp | 31.72%-21.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,398 | $5,681-5.0% | $6,842-21.1% | $3,740+44.3% |
| Admin fee / account holder | $28,918 | $6,053+377.7% | $9,310+210.6% | $5,306+445.0% |