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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 | $126,528 | $99,994+26.5% | $146,643-13.7% | $85,847+47.4% |
| Participation rate | 48.6% | 73.1%-24.4pp | 80.1%-31.4pp | 69.3%-20.7pp |
| Annual return | 10.45% | 18.93%-8.5pp | 22.75%-12.3pp | 318.61%-308.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,152 | $4,006+3.6% | $5,506-24.6% | $3,952+5.1% |
| Admin fee / account holder | $16,199 | $7,703+110.3% | $10,280+57.6% | $6,261+158.7% |