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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 | $162,493 | $156,398+3.9% | $147,318+10.3% | $138,895+17.0% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 7.71% | 78.75%-71.0pp | 70.43%-62.7pp | 145.39%-137.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,583 | $8,237+40.6% | $7,906+46.5% | $6,396+81.1% |
| Admin fee / account holder | $39,515 | $14,976+163.9% | $13,708+188.3% | $12,562+214.6% |