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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 | $209,336+10.0% | $197,124+16.9% | $137,256+67.8% |
| Participation rate | 42.9% | 87.3%-44.4pp | 86.7%-43.9pp | 80.0%-37.1pp |
| Annual return | 7.86% | 48.09%-40.2pp | 44.34%-36.5pp | 220.34%-212.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,619 | $9,614-62.4% | $9,135-60.4% | $6,407-43.5% |
| Admin fee / account holder | $97,413 | $17,308+462.8% | $16,298+497.7% | $12,270+693.9% |