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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 | $100,996 | $71,215+41.8% | $93,696+7.8% | $80,935+24.8% |
| Participation rate | 36.7% | 60.4%-23.7pp | 68.7%-32.0pp | 67.7%-30.9pp |
| Annual return | 9.77% | 11.27%-1.5pp | 133.74%-124.0pp | 35.66%-25.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,888 | $4,037-28.4% | $4,417-34.6% | $4,299-32.8% |
| Admin fee / account holder | $1,370 | $6,958-80.3% | $8,287-83.5% | $6,924-80.2% |