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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 | $147,701 | $70,486+109.5% | $100,535+46.9% | $79,856+85.0% |
| Participation rate | 49.4% | 73.6%-24.2pp | 79.4%-30.0pp | 69.6%-20.2pp |
| Annual return | 12.52% | 21.90%-9.4pp | 30.90%-18.4pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,224 | $5,182-37.8% | $6,271-48.6% | $3,741-13.8% |
| Admin fee / account holder | $529 | $4,480-88.2% | $8,085-93.5% | $5,306-90.0% |