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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 | $164,771 | $102,422+60.9% | $147,117+12.0% | $80,959+103.5% |
| Participation rate | 39.5% | 75.9%-36.4pp | 82.2%-42.7pp | 67.7%-28.2pp |
| Annual return | 11.06% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,545 | $6,652-16.6% | $8,065-31.2% | $4,300+28.9% |
| Admin fee / account holder | $1,286 | $7,953-83.8% | $12,993-90.1% | $6,925-81.4% |