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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 | $77,824 | $86,919-10.5% | $102,457-24.0% | $80,911-3.8% |
| Participation rate | 55.4% | 72.4%-17.0pp | 76.5%-21.1pp | 67.6%-12.3pp |
| Annual return | 9.68% | 18.90%-9.2pp | 29.41%-19.7pp | 35.63%-26.0pp |
| Employer contribution / active EE | $490 | $2,368-79.3% | $3,022-83.8% | $2,756-82.2% |
| Participant deferral / active EE | $2,913 | $4,119-29.3% | $5,054-42.4% | $4,297-32.2% |
| Admin fee / account holder | $1,359 | $8,049-83.1% | $9,451-85.6% | $6,935-80.4% |