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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 | $181,073 | $93,057+94.6% | $153,500+18.0% | $80,925+123.8% |
| Participation rate | 38.9% | 69.0%-30.1pp | 77.1%-38.2pp | 67.7%-28.8pp |
| Annual return | 9.86% | 19.96%-10.1pp | 15.70%-5.8pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,020 | $3,507-70.9% | $5,039-79.8% | $2,756-63.0% |
| Participant deferral / active EE | $2,794 | $5,179-46.0% | $6,756-58.6% | $4,299-35.0% |
| Admin fee / account holder | $4,687 | $8,885-47.2% | $12,736-63.2% | $6,940-32.5% |