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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 | $190,145 | $107,421+77.0% | $182,262+4.3% | $94,015+102.3% |
| Participation rate | 67.4% | 77.8%-10.4pp | 84.2%-16.8pp | 70.8%-3.4pp |
| Annual return | 8.26% | 21.32%-13.1pp | 140.60%-132.3pp | 17.84%-9.6pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,834 | $6,558-26.3% | $8,276-41.6% | $4,249+13.8% |
| Admin fee / account holder | $58,599 | $8,692+574.2% | $16,712+250.6% | $8,951+554.6% |