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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 | $201,868 | $178,174+13.3% | $156,181+29.3% | $137,256+47.1% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 10.02% | 84.19%-74.2pp | 64.87%-54.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $657 | $4,972-86.8% | $4,294-84.7% | $4,156-84.2% |
| Participant deferral / active EE | $2,412 | $6,888-65.0% | $6,132-60.7% | $6,407-62.3% |
| Admin fee / account holder | $22,941 | $17,404+31.8% | $14,586+57.3% | $12,270+87.0% |