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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 | $224,900 | $110,410+103.7% | $102,437+119.5% | $145,897+54.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 1.97% | 24.85%-22.9pp | 24.95%-23.0pp | 552.29%-550.3pp |
| Employer contribution / active EE | $520 | $4,217-87.7% | $3,871-86.6% | $4,663-88.8% |
| Participant deferral / active EE | $7,625 | $5,622+35.6% | $5,060+50.7% | $6,689+14.0% |
| Admin fee / account holder | $2,739 | $9,745-71.9% | $8,388-67.3% | $13,390-79.5% |