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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 | $194,930 | $183,592+6.2% | $155,574+25.3% | $145,877+33.6% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 6.60% | 61.37%-54.8pp | 64.87%-58.3pp | 551.28%-544.7pp |
| Employer contribution / active EE | $273 | $5,317-94.9% | $4,676-94.2% | $4,663-94.1% |
| Participant deferral / active EE | $3,786 | $6,466-41.5% | $5,629-32.8% | $6,691-43.4% |
| Admin fee / account holder | $2,157 | $19,316-88.8% | $15,914-86.4% | $13,402-83.9% |