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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 | $169,976 | $107,666+57.9% | $102,184+66.3% | $154,746+9.8% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.6%-39.7pp | 80.7%-37.8pp |
| Annual return | 11.42% | 29.33%-17.9pp | 31.58%-20.2pp | 172.34%-160.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,302 | $8,719-27.7% | $8,309-24.2% | $6,730-6.4% |
| Admin fee / account holder | $44,394 | $12,943+243.0% | $11,609+282.4% | $14,365+209.0% |