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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 | $145,931 | $148,582-1.8% | $135,942+7.3% | $139,456+4.6% |
| Participation rate | 68.2% | 83.9%-15.7pp | 81.9%-13.7pp | 80.3%-12.1pp |
| Annual return | 9.52% | 79.26%-69.7pp | 68.28%-58.8pp | 373.45%-363.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,329 | $8,101-34.2% | $7,759-31.3% | $6,711-20.6% |
| Admin fee / account holder | $8,042 | $12,402-35.2% | $10,764-25.3% | $11,407-29.5% |