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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 | $159,115 | $106,749+49.1% | $145,433+9.4% | $82,448+93.0% |
| Participation rate | 42.5% | 75.6%-33.1pp | 82.1%-39.6pp | 68.1%-25.6pp |
| Annual return | 14.12% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,219 | $6,519-4.6% | $7,897-21.2% | $4,139+50.3% |
| Admin fee / account holder | $7,740 | $8,390-7.7% | $13,129-41.0% | $7,234+7.0% |