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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 | $129,326 | $78,705+64.3% | $117,857+9.7% | $70,131+84.4% |
| Participation rate | 65.7% | 73.2%-7.5pp | 79.7%-13.9pp | 69.5%-3.8pp |
| Annual return | 11.88% | 23.30%-11.4pp | 335.09%-323.2pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,997 | $3,297+21.2% | $4,482-10.8% | $3,332+20.0% |
| Admin fee / account holder | $22,617 | $5,065+346.5% | $8,020+182.0% | $4,645+386.9% |