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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 | $106,068 | $117,895-10.0% | $102,460+3.5% | $145,897-27.3% |
| Participation rate | 60.9% | 78.6%-17.8pp | 76.5%-15.6pp | 80.3%-19.4pp |
| Annual return | 8.31% | 31.92%-23.6pp | 29.47%-21.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,511 | $5,736+30.9% | $5,056+48.5% | $6,689+12.3% |
| Admin fee / account holder | $9,822 | $13,353-26.4% | $9,460+3.8% | $13,390-26.6% |