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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 | $106,524+87.0% | $152,301+30.8% | $87,485+127.7% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.4%-18.2pp | 68.9%-4.6pp |
| Annual return | 10.22% | 26.89%-16.7pp | 80.50%-70.3pp | 26.06%-15.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,224 | $6,525-19.9% | $8,004-34.7% | $4,274+22.2% |
| Admin fee / account holder | $8,538 | $8,287+3.0% | $14,398-40.7% | $7,775+9.8% |