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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 | $109,582 | $101,763+7.7% | $164,866-33.5% | $80,874+35.5% |
| Participation rate | 58.6% | 71.8%-13.2pp | 78.6%-20.0pp | 67.6%-9.0pp |
| Annual return | 10.35% | 16.73%-6.4pp | 69.97%-59.6pp | 35.62%-25.3pp |
| Employer contribution / active EE | $500 | $2,954-83.1% | $4,343-88.5% | $2,756-81.9% |
| Participant deferral / active EE | $3,886 | $4,477-13.2% | $6,033-35.6% | $4,297-9.6% |
| Admin fee / account holder | $5,688 | $8,228-30.9% | $12,689-55.2% | $6,935-18.0% |