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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 | $144,999 | $69,444+108.8% | $92,985+55.9% | $87,485+65.7% |
| Participation rate | 49.0% | 63.3%-14.3pp | 69.5%-20.5pp | 68.9%-20.0pp |
| Annual return | 12.44% | 23.85%-11.4pp | 27.99%-15.6pp | 26.06%-13.6pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,608 | $3,364+7.3% | $4,377-17.6% | $4,274-15.6% |
| Admin fee / account holder | $18,332 | $6,137+198.7% | $9,463+93.7% | $7,775+135.8% |