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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 | $86,582 | $49,239+75.8% | $70,462+22.9% | $79,858+8.4% |
| Participation rate | 55.1% | 69.2%-14.1pp | 75.1%-20.0pp | 69.6%-14.6pp |
| Annual return | 3.76% | 30.08%-26.3pp | 109.08%-105.3pp | 31.72%-28.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,401 | $2,769+95.0% | $3,710+45.6% | $3,740+44.4% |
| Admin fee / account holder | $16,103 | $2,876+459.8% | $3,845+318.8% | $5,306+203.5% |