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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 | $147,733 | $90,486+63.3% | $78,676+87.8% | $273,972-46.1% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 0.42% | 75.62%-75.2pp | 62.19%-61.8pp | 41.46%-41.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,198 | $3,901+33.2% | $3,517+47.8% | $5,287-1.7% |
| Admin fee / account holder | $19,157 | $5,263+264.0% | $4,510+324.8% | $10,133+89.1% |