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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 | $136,389 | $72,269+88.7% | $101,271+34.7% | $79,852+70.8% |
| Participation rate | 37.9% | 68.5%-30.5pp | 75.8%-37.9pp | 69.6%-31.7pp |
| Annual return | 8.77% | 22.29%-13.5pp | 46.48%-37.7pp | 31.72%-22.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,006 | $3,282+52.6% | $4,371+14.5% | $3,740+33.8% |
| Admin fee / account holder | $7,715 | $4,401+75.3% | $5,948+29.7% | $5,306+45.4% |