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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 | $114,740 | $76,834+49.3% | $108,359+5.9% | $87,485+31.2% |
| Participation rate | 47.4% | 61.7%-14.3pp | 70.1%-22.7pp | 68.9%-21.5pp |
| Annual return | 11.79% | 19.09%-7.3pp | 36.89%-25.1pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,834 | $3,100+23.7% | $4,137-7.3% | $4,274-10.3% |
| Admin fee / account holder | $20,011 | $6,537+206.1% | $9,741+105.4% | $7,775+157.4% |