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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 | $143,277 | $110,379+29.8% | $102,412+39.9% | $145,884-1.8% |
| Participation rate | 39.1% | 77.9%-38.8pp | 74.5%-35.4pp | 80.3%-41.2pp |
| Annual return | 7.99% | 24.84%-16.8pp | 24.94%-16.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $830 | $4,216-80.3% | $3,870-78.5% | $4,662-82.2% |
| Participant deferral / active EE | $3,411 | $5,622-39.3% | $5,060-32.6% | $6,690-49.0% |
| Admin fee / account holder | $18,779 | $9,745+92.7% | $8,388+123.9% | $13,392+40.2% |