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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 | $157,834 | $81,476+93.7% | $102,383+54.2% | $80,925+95.0% |
| Participation rate | 64.3% | 66.8%-2.6pp | 74.5%-10.2pp | 67.7%-3.4pp |
| Annual return | 9.70% | 25.59%-15.9pp | 24.94%-15.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,818 | $3,871-1.4% | $5,060-24.5% | $4,299-11.2% |
| Admin fee / account holder | $25,190 | $6,717+275.0% | $8,391+200.2% | $6,940+263.0% |