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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 | $164,889 | $70,430+134.1% | $96,572+70.7% | $85,851+92.1% |
| Participation rate | 50.0% | 61.8%-11.8pp | 69.8%-19.8pp | 69.3%-19.3pp |
| Annual return | 9.08% | 18.58%-9.5pp | 37.79%-28.7pp | 318.63%-309.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,371 | $2,894+16.5% | $3,850-12.4% | $3,952-14.7% |
| Admin fee / account holder | $19,344 | $4,996+287.2% | $6,183+212.8% | $6,261+209.0% |