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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 | $187,181 | $86,949+115.3% | $102,460+82.7% | $80,959+131.2% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 9.81% | 18.89%-9.1pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $308 | $2,370-87.0% | $3,025-89.8% | $2,757-88.8% |
| Participant deferral / active EE | $3,477 | $4,121-15.6% | $5,056-31.2% | $4,300-19.2% |
| Admin fee / account holder | $54,630 | $8,048+578.8% | $9,460+477.5% | $6,925+688.8% |