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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 | $125,504 | $51,638+143.0% | $68,368+83.6% | $82,448+52.2% |
| Participation rate | 31.6% | 63.6%-32.0pp | 73.8%-42.2pp | 68.1%-36.5pp |
| Annual return | 5.33% | 37.53%-32.2pp | 292.57%-287.2pp | 41.64%-36.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,647 | $2,914-9.1% | $4,123-35.8% | $4,139-36.0% |
| Admin fee / account holder | $24,727 | $4,643+432.5% | $5,150+380.1% | $7,234+241.8% |