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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 | $247,790 | $209,336+18.4% | $197,124+25.7% | $137,256+80.5% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 11.18% | 48.09%-36.9pp | 44.34%-33.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $872 | $6,591-86.8% | $6,227-86.0% | $4,156-79.0% |
| Participant deferral / active EE | $4,078 | $9,614-57.6% | $9,135-55.4% | $6,407-36.3% |
| Admin fee / account holder | $2,163 | $17,308-87.5% | $16,298-86.7% | $12,270-82.4% |