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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 | $123,353 | $102,609+20.2% | $98,090+25.8% | $138,895-11.2% |
| Participation rate | 60.0% | 82.8%-22.8pp | 81.5%-21.5pp | 79.9%-19.9pp |
| Annual return | 7.39% | 36.44%-29.0pp | 37.05%-29.7pp | 145.39%-138.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,026 | $8,167+84.0% | $7,845+91.5% | $6,396+134.9% |
| Admin fee / account holder | $910 | $11,434-92.0% | $11,815-92.3% | $12,562-92.8% |