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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 | $243,750 | $185,312+31.5% | $161,489+50.9% | $154,746+57.5% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 6.65% | 103.84%-97.2pp | 89.72%-83.1pp | 172.34%-165.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,200 | $6,350+92.1% | $5,630+116.7% | $6,730+81.3% |
| Admin fee / account holder | $149,713 | $18,654+702.6% | $16,006+835.4% | $14,365+942.2% |