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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 | $211,286 | $108,912+94.0% | $100,383+110.5% | $145,959+44.8% |
| Participation rate | 44.4% | 83.0%-38.5pp | 81.5%-37.1pp | 80.3%-35.8pp |
| Annual return | 8.92% | 57.96%-49.0pp | 49.26%-40.3pp | 561.95%-553.0pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,149 | $8,451-62.7% | $8,086-61.1% | $6,689-52.9% |
| Admin fee / account holder | $1,549 | $9,690-84.0% | $7,900-80.4% | $13,398-88.4% |