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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 | $220,512 | $63,773+245.8% | $81,286+171.3% | $80,925+172.5% |
| Participation rate | 55.7% | 63.9%-8.2pp | 69.5%-13.8pp | 67.7%-11.9pp |
| Annual return | 9.65% | 16.37%-6.7pp | 24.80%-15.1pp | 35.65%-26.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,787 | $3,093+22.4% | $3,883-2.5% | $4,299-11.9% |
| Admin fee / account holder | $33,237 | $5,682+484.9% | $5,764+476.6% | $6,940+378.9% |