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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 | $212,725 | $185,312+14.8% | $161,489+31.7% | $154,746+37.5% |
| Participation rate | 11.1% | 82.5%-71.4pp | 78.7%-67.6pp | 80.7%-69.6pp |
| Annual return | 7.91% | 103.84%-95.9pp | 89.72%-81.8pp | 172.34%-164.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,147 | $6,350+28.3% | $5,630+44.7% | $6,730+21.1% |
| Admin fee / account holder | $14,243 | $18,654-23.6% | $16,006-11.0% | $14,365-0.8% |