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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 | $107,231 | $78,670+36.3% | $109,173-1.8% | $85,847+24.9% |
| Participation rate | 36.4% | 68.3%-31.9pp | 75.9%-39.5pp | 69.3%-33.0pp |
| Annual return | 7.16% | 25.09%-17.9pp | 25.75%-18.6pp | 318.61%-311.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,413 | $3,467-1.6% | $4,654-26.7% | $3,952-13.6% |
| Admin fee / account holder | $12,598 | $5,469+130.3% | $6,755+86.5% | $6,261+101.2% |