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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 | $98,148 | $73,955+32.7% | $96,520+1.7% | $75,181+30.5% |
| Participation rate | 46.2% | 66.4%-20.3pp | 74.3%-28.2pp | 67.2%-21.0pp |
| Annual return | 12.29% | 26.72%-14.4pp | 35.72%-23.4pp | 160.69%-148.4pp |
| Employer contribution / active EE | $336 | $2,930-88.5% | $3,739-91.0% | $2,671-87.4% |
| Participant deferral / active EE | $1,781 | $3,659-51.3% | $4,879-63.5% | $4,126-56.8% |
| Admin fee / account holder | $17,957 | $5,217+244.2% | $6,733+166.7% | $5,650+217.8% |