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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 | $111,480 | $145,431-23.3% | $211,142-47.2% | $87,485+27.4% |
| Participation rate | 69.0% | 84.7%-15.8pp | 87.3%-18.3pp | 68.9%0pp |
| Annual return | 12.94% | 27.21%-14.3pp | 46.84%-33.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,334 | $4,662-71.4% | $6,442-79.3% | $2,596-48.6% |
| Participant deferral / active EE | $6,625 | $6,859-3.4% | $9,284-28.6% | $4,274+55.0% |
| Admin fee / account holder | $3,972 | $17,052-76.7% | $19,076-79.2% | $7,775-48.9% |