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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 | $146,535 | $153,769-4.7% | $133,975+9.4% | $273,972-46.5% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.1%-53.7pp | 83.0%-49.7pp |
| Annual return | -0.50% | 36.51%-37.0pp | 29.29%-29.8pp | 41.46%-42.0pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,000 | $6,958+15.0% | $6,282+27.4% | $5,287+51.3% |
| Admin fee / account holder | $92,279 | $11,765+684.4% | $9,324+889.7% | $10,133+810.7% |