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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 | $71,944 | $69,977+2.8% | $108,582-33.7% | $62,881+14.4% |
| Participation rate | 36.3% | 72.9%-36.6pp | 79.6%-43.3pp | 69.3%-33.0pp |
| Annual return | 3.94% | 10.73%-6.8pp | -51.70%+55.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $346 | $2,135-83.8% | $3,758-90.8% | $2,281-84.8% |
| Participant deferral / active EE | $2,631 | $3,165-16.9% | $4,311-39.0% | $3,203-17.9% |
| Admin fee / account holder | $3,370 | $5,076-33.6% | $7,645-55.9% | $4,296-21.5% |