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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 | $63,246 | $56,054+12.8% | $171,082-63.0% | $62,881+0.6% |
| Participation rate | 64.5% | 62.9%+1.6pp | 76.7%-12.2pp | 69.3%-4.8pp |
| Annual return | 4.94% | 22.52%-17.6pp | 32.56%-27.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,617 | $3,158-17.1% | $4,797-45.4% | $3,203-18.3% |
| Admin fee / account holder | $3,512 | $3,647-3.7% | $8,520-58.8% | $4,296-18.2% |