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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 | $91,149 | $77,574+17.5% | $108,753-16.2% | $86,983+4.8% |
| Participation rate | 65.7% | 62.3%+3.4pp | 71.1%-5.4pp | 69.5%-3.8pp |
| Annual return | 9.31% | 18.42%-9.1pp | 37.47%-28.2pp | 25.83%-16.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,888 | $3,128+88.2% | $4,115+43.1% | $4,194+40.4% |
| Admin fee / account holder | $23,042 | $6,529+252.9% | $10,320+123.3% | $7,856+193.3% |