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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 | $203,589 | $202,326+0.6% | $172,745+17.9% | $152,870+33.2% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 9.66% | 1029.72%-1020.1pp | 802.90%-793.2pp | 345.34%-335.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,419 | $5,948-25.7% | $5,197-15.0% | $5,850-24.5% |
| Admin fee / account holder | $7,227 | $17,110-57.8% | $13,954-48.2% | $11,597-37.7% |