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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 | $131,167+25.8% | $121,031+36.4% | $131,167+25.8% |
| Participation rate | 61.1% | 70.6%-9.5pp | 71.8%-10.7pp | 70.6%-9.5pp |
| Annual return | 9.94% | 14.69%-4.7pp | -14.86%+24.8pp | 14.69%-4.7pp |
| Employer contribution / active EE | $0 | $3,654-100.0% | $947-100.0% | $3,654-100.0% |
| Participant deferral / active EE | $3,466 | $4,079-15.0% | $2,566+35.1% | $4,079-15.0% |
| Admin fee / account holder | $10,819 | $12,045-10.2% | $3,470+211.8% | $12,045-10.2% |