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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 | $155,707 | $148,623+4.8% | $135,974+14.5% | $139,466+11.6% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 9.39% | 79.30%-69.9pp | 68.30%-58.9pp | 373.66%-364.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,380 | $8,103-33.6% | $7,760-30.7% | $6,712-19.8% |
| Admin fee / account holder | $35,459 | $12,406+185.8% | $10,767+229.3% | $11,409+210.8% |