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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 | $153,378 | $86,288+77.8% | $111,306+37.8% | $85,851+78.7% |
| Participation rate | 44.2% | 73.3%-29.1pp | 77.3%-33.1pp | 69.3%-25.1pp |
| Annual return | 8.75% | 19.99%-11.2pp | 54.67%-45.9pp | 318.63%-309.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,954 | $3,641-46.3% | $4,488-56.4% | $3,952-50.6% |
| Admin fee / account holder | $18,542 | $8,189+126.4% | $7,966+132.8% | $6,261+196.2% |