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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 | $160,644 | $154,228+4.2% | $145,433+10.5% | $137,256+17.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 10.54% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,836 | $8,216-29.0% | $7,897-26.1% | $6,407-8.9% |
| Admin fee / account holder | $60,079 | $14,344+318.9% | $13,129+357.6% | $12,270+389.6% |