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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 | $128,026 | $95,959+33.4% | $97,411+31.4% | $138,895-7.8% |
| Participation rate | 0.0% | 81.8%-81.8pp | 80.4%-80.4pp | 79.9%-79.9pp |
| Annual return | 3.00% | 29.30%-26.3pp | 34.72%-31.7pp | 145.39%-142.4pp |
| Employer contribution / active EE | $919 | $4,278-78.5% | $4,210-78.2% | $4,194-78.1% |
| Participant deferral / active EE | $7,395 | $5,876+25.8% | $5,886+25.6% | $6,396+15.6% |
| Admin fee / account holder | $137,235 | $7,555+1716.4% | $7,145+1820.8% | $12,562+992.4% |