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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 | $106,749+93.0% | $145,433+41.7% | $82,448+149.9% |
| Participation rate | 43.9% | 75.6%-31.7pp | 82.1%-38.2pp | 68.1%-24.1pp |
| Annual return | 13.32% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,086 | $6,519+8.7% | $7,897-10.3% | $4,139+71.2% |
| Admin fee / account holder | $7,493 | $8,390-10.7% | $13,129-42.9% | $7,234+3.6% |