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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 | $214,348 | $62,592+242.5% | $85,693+150.1% | $85,856+149.7% |
| Participation rate | 23.2% | 61.1%-37.9pp | 69.9%-46.7pp | 69.3%-46.1pp |
| Annual return | 10.70% | 23.77%-13.1pp | 21.49%-10.8pp | 318.58%-307.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,326 | $2,802-17.0% | $3,923-40.7% | $3,952-41.1% |
| Admin fee / account holder | $39,442 | $4,643+749.5% | $6,874+473.8% | $6,261+530.0% |