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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 | $132,542 | $106,524+24.4% | $152,301-13.0% | $87,485+51.5% |
| Participation rate | 48.1% | 75.8%-27.6pp | 82.4%-34.3pp | 68.9%-20.8pp |
| Annual return | 13.48% | 26.89%-13.4pp | 80.50%-67.0pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,004 | $6,525-8.0% | $8,004-25.0% | $4,274+40.5% |
| Admin fee / account holder | $12,823 | $8,287+54.7% | $14,398-10.9% | $7,775+64.9% |