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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 | $216,588 | $163,487+32.5% | $269,529-19.6% | $132,820+63.1% |
| Participation rate | 35.9% | 74.1%-38.2pp | 82.8%-46.9pp | 74.3%-38.4pp |
| Annual return | 10.38% | 15.72%-5.3pp | -4.31%+14.7pp | 14.82%-4.4pp |
| Employer contribution / active EE | $0 | $4,877-100.0% | $8,701-100.0% | $4,144-100.0% |
| Participant deferral / active EE | $6,242 | $4,352+43.4% | $4,900+27.4% | $3,980+56.8% |
| Admin fee / account holder | $19,308 | $13,259+45.6% | $15,286+26.3% | $11,722+64.7% |