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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 | $67,798 | $56,894+19.2% | $84,753-20.0% | $62,881+7.8% |
| Participation rate | 56.7% | 68.5%-11.9pp | 76.6%-19.9pp | 69.3%-12.6pp |
| Annual return | 3.57% | 6.30%-2.7pp | 22.78%-19.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,680 | $2,709-1.1% | $3,712-27.8% | $3,203-16.3% |
| Admin fee / account holder | $5,504 | $3,581+53.7% | $5,333+3.2% | $4,296+28.1% |