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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 | $109,173 | $65,027+67.9% | $90,970+20.0% | $79,852+36.7% |
| Participation rate | 43.0% | 61.6%-18.6pp | 69.0%-26.0pp | 69.6%-26.6pp |
| Annual return | 9.88% | 30.45%-20.6pp | 134.58%-124.7pp | 31.72%-21.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,818 | $2,512+12.2% | $3,373-16.5% | $3,740-24.6% |
| Admin fee / account holder | $1,973 | $4,535-56.5% | $5,960-66.9% | $5,306-62.8% |