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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 | $236,139 | $125,184+88.6% | $105,607+123.6% | $145,884+61.9% |
| Participation rate | 36.4% | 77.6%-41.3pp | 75.3%-38.9pp | 80.3%-43.9pp |
| Annual return | 6.84% | 225.00%-218.2pp | 116.11%-109.3pp | 551.85%-545.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,623 | $5,714-19.1% | $5,011-7.7% | $6,690-30.9% |
| Admin fee / account holder | $82,749 | $17,133+383.0% | $10,958+655.1% | $13,392+517.9% |