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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 | $92,596 | $87,132+6.3% | $105,624-12.3% | $80,959+14.4% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.7%-7.7pp |
| Annual return | 9.29% | 17.03%-7.7pp | 116.20%-106.9pp | 35.67%-26.4pp |
| Employer contribution / active EE | $536 | $2,397-77.6% | $3,168-83.1% | $2,757-80.5% |
| Participant deferral / active EE | $3,890 | $3,985-2.4% | $5,013-22.4% | $4,300-9.5% |
| Admin fee / account holder | $19,750 | $8,449+133.8% | $10,961+80.2% | $6,925+185.2% |