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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 | $202,342+0.6% | $172,753+17.9% | $152,909+33.1% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 9.66% | 1029.88%-1020.2pp | 803.00%-793.3pp | 345.46%-335.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,419 | $5,948-25.7% | $5,198-15.0% | $5,851-24.5% |
| Admin fee / account holder | $7,227 | $17,112-57.8% | $13,956-48.2% | $11,601-37.7% |