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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 | $226,297 | $98,766+129.1% | $149,730+51.1% | $79,852+183.4% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.5%-21.8pp | 69.6%-8.9pp |
| Annual return | 11.09% | 27.43%-16.3pp | 276.70%-265.6pp | 31.72%-20.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,507 | $5,681+67.4% | $6,843+38.9% | $3,740+154.2% |
| Admin fee / account holder | $42,114 | $6,052+595.9% | $9,310+352.3% | $5,306+693.7% |