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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 | $237,190 | $201,259+17.9% | $184,200+28.8% | $145,959+62.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.27% | 28.98%-22.7pp | 28.80%-22.5pp | 561.95%-555.7pp |
| Employer contribution / active EE | $750 | $7,018-89.3% | $6,424-88.3% | $4,661-83.9% |
| Participant deferral / active EE | $11,021 | $9,806+12.4% | $9,132+20.7% | $6,689+64.8% |
| Admin fee / account holder | $28,021 | $16,372+71.1% | $13,907+101.5% | $13,398+109.1% |