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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 | $86,536 | $99,994-13.5% | $146,643-41.0% | $85,847+0.8% |
| Participation rate | 46.9% | 73.1%-26.2pp | 80.1%-33.2pp | 69.3%-22.4pp |
| Annual return | 7.58% | 18.93%-11.3pp | 22.75%-15.2pp | 318.61%-311.0pp |
| Employer contribution / active EE | $414 | $2,559-83.8% | $4,137-90.0% | $2,565-83.9% |
| Participant deferral / active EE | $3,313 | $4,006-17.3% | $5,506-39.8% | $3,952-16.2% |
| Admin fee / account holder | $6,179 | $7,703-19.8% | $10,280-39.9% | $6,261-1.3% |