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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 | $146,954 | $102,609+43.2% | $98,090+49.8% | $138,895+5.8% |
| Participation rate | 54.5% | 82.8%-28.2pp | 81.5%-27.0pp | 79.9%-25.4pp |
| Annual return | 12.04% | 36.44%-24.4pp | 37.05%-25.0pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,604 | $8,167-55.9% | $7,845-54.1% | $6,396-43.7% |
| Admin fee / account holder | $811 | $11,434-92.9% | $11,815-93.1% | $12,562-93.5% |