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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 | $128,727 | $84,236+52.8% | $170,435-24.5% | $70,126+83.6% |
| Participation rate | 34.6% | 70.8%-36.2pp | 83.6%-49.0pp | 69.5%-34.9pp |
| Annual return | 9.98% | 23.06%-13.1pp | 205.94%-196.0pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,427 | $3,086+43.5% | $4,939-10.4% | $3,332+32.9% |
| Admin fee / account holder | $75,558 | $5,698+1226.0% | $13,881+444.3% | $4,645+1526.5% |