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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 | $182,474 | $46,599+291.6% | $64,101+184.7% | $75,173+142.7% |
| Participation rate | 53.3% | 65.9%-12.6pp | 72.3%-19.0pp | 67.2%-13.9pp |
| Annual return | 8.88% | 26.06%-17.2pp | 33.72%-24.8pp | 160.72%-151.8pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,644 | $2,837+99.0% | $3,881+45.4% | $4,126+36.8% |
| Admin fee / account holder | $69,286 | $2,956+2244.0% | $3,070+2156.7% | $5,651+1126.2% |