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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 | $249,722 | $107,363+132.6% | $92,909+168.8% | $152,897+63.3% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 9.81% | 145.63%-135.8pp | 109.44%-99.6pp | 345.43%-335.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,892 | $4,848+0.9% | $4,238+15.4% | $5,851-16.4% |
| Admin fee / account holder | $158,000 | $7,082+2131.2% | $5,795+2626.5% | $11,599+1262.1% |