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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 | $153,258 | $98,760+55.2% | $149,715+2.4% | $79,858+91.9% |
| Participation rate | 60.9% | 75.8%-14.9pp | 82.5%-21.6pp | 69.6%-8.8pp |
| Annual return | 5.81% | 27.43%-21.6pp | 276.66%-270.8pp | 31.72%-25.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,577 | $5,681-37.0% | $6,842-47.7% | $3,740-4.4% |
| Admin fee / account holder | $8,983 | $6,053+48.4% | $9,310-3.5% | $5,306+69.3% |