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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 | $99,638 | $83,898+18.8% | $133,346-25.3% | $94,015+6.0% |
| Participation rate | 55.6% | 63.4%-7.8pp | 72.8%-17.3pp | 70.8%-15.3pp |
| Annual return | 10.03% | 16.00%-6.0pp | 36.85%-26.8pp | 17.84%-7.8pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,088 | $3,245+26.0% | $4,332-5.6% | $4,249-3.8% |
| Admin fee / account holder | $68,705 | $7,809+779.9% | $14,264+381.7% | $8,951+667.6% |