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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 | $129,963 | $106,749+21.7% | $145,433-10.6% | $82,448+57.6% |
| Participation rate | 28.6% | 75.6%-47.1pp | 82.1%-53.5pp | 68.1%-39.5pp |
| Annual return | 8.73% | 27.59%-18.9pp | 66.58%-57.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,080 | $6,519-37.4% | $7,897-48.3% | $4,139-1.4% |
| Admin fee / account holder | $59,975 | $8,390+614.9% | $13,129+356.8% | $7,234+729.0% |