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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 | $230,346 | $227,291+1.3% | $214,702+7.3% | $155,188+48.4% |
| Participation rate | 42.9% | 88.0%-45.1pp | 87.5%-44.6pp | 80.8%-37.9pp |
| Annual return | 7.86% | 60.08%-52.2pp | 54.55%-46.7pp | 148.84%-141.0pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,619 | $9,582-62.2% | $9,147-60.4% | $6,531-44.6% |
| Admin fee / account holder | $97,413 | $20,413+377.2% | $19,830+391.2% | $14,480+572.8% |