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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 | $226,289 | $96,731+133.9% | $123,973+82.5% | $86,983+160.2% |
| Participation rate | 28.9% | 70.0%-41.1pp | 76.7%-47.8pp | 69.5%-40.7pp |
| Annual return | 4.35% | 17.33%-13.0pp | 388.13%-383.8pp | 25.83%-21.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,048 | $4,152+21.6% | $5,247-3.8% | $4,194+20.4% |
| Admin fee / account holder | $3,335 | $8,722-61.8% | $11,799-71.7% | $7,856-57.5% |