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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 | $206,070 | $99,875+106.3% | $146,866+40.3% | $86,983+136.9% |
| Participation rate | 43.9% | 75.8%-31.9pp | 82.5%-38.6pp | 69.5%-25.6pp |
| Annual return | 13.32% | 28.10%-14.8pp | 102.85%-89.5pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,086 | $6,322+12.1% | $7,759-8.7% | $4,194+69.0% |
| Admin fee / account holder | $7,493 | $7,838-4.4% | $13,620-45.0% | $7,856-4.6% |