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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 | $199,166 | $107,421+85.4% | $182,262+9.3% | $94,015+111.8% |
| Participation rate | 64.3% | 77.8%-13.5pp | 84.2%-19.9pp | 70.8%-6.5pp |
| Annual return | 10.22% | 21.32%-11.1pp | 140.60%-130.4pp | 17.84%-7.6pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,224 | $6,558-20.3% | $8,276-36.9% | $4,249+22.9% |
| Admin fee / account holder | $8,538 | $8,692-1.8% | $16,712-48.9% | $8,951-4.6% |