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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 | $120,711 | $97,125+24.3% | $86,233+40.0% | $137,256-12.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 9.73% | 74.19%-64.5pp | 61.39%-51.7pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,954 | $5,180+34.3% | $4,559+52.5% | $6,407+8.5% |
| Admin fee / account holder | $6,523 | $9,725-32.9% | $8,342-21.8% | $12,270-46.8% |