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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 | $108,085 | $106,524+1.5% | $152,301-29.0% | $87,485+23.5% |
| Participation rate | 69.4% | 75.8%-6.3pp | 82.4%-13.0pp | 68.9%+0.5pp |
| Annual return | 12.80% | 26.89%-14.1pp | 80.50%-67.7pp | 26.06%-13.3pp |
| Employer contribution / active EE | $539 | $3,371-84.0% | $4,624-88.3% | $2,596-79.2% |
| Participant deferral / active EE | $6,429 | $6,525-1.5% | $8,004-19.7% | $4,274+50.4% |
| Admin fee / account holder | $17,613 | $8,287+112.5% | $14,398+22.3% | $7,775+126.5% |