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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 | $165,043 | $132,820+24.3% | $135,982+21.4% | $132,820+24.3% |
| Participation rate | 61.1% | 74.3%-13.1pp | 80.1%-19.0pp | 74.3%-13.1pp |
| Annual return | 9.94% | 14.82%-4.9pp | -6.78%+16.7pp | 14.82%-4.9pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $2,922-100.0% | $4,144-100.0% |
| Participant deferral / active EE | $3,466 | $3,980-12.9% | $3,254+6.5% | $3,980-12.9% |
| Admin fee / account holder | $10,819 | $11,722-7.7% | $7,826+38.2% | $11,722-7.7% |