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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 | $190,297 | $178,174+6.8% | $156,181+21.8% | $137,256+38.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 4.53% | 84.19%-79.7pp | 64.87%-60.3pp | 220.34%-215.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,325 | $6,888-22.7% | $6,132-13.2% | $6,407-16.9% |
| Admin fee / account holder | $77,560 | $17,404+345.6% | $14,586+431.7% | $12,270+532.1% |