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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 | $147,588 | $87,132+69.4% | $105,624+39.7% | $80,959+82.3% |
| Participation rate | 45.2% | 70.4%-25.2pp | 75.3%-30.0pp | 67.7%-22.4pp |
| Annual return | 8.69% | 17.03%-8.3pp | 116.20%-107.5pp | 35.67%-27.0pp |
| Employer contribution / active EE | $454 | $2,397-81.0% | $3,168-85.7% | $2,757-83.5% |
| Participant deferral / active EE | $2,506 | $3,985-37.1% | $5,013-50.0% | $4,300-41.7% |
| Admin fee / account holder | $33,104 | $8,449+291.8% | $10,961+202.0% | $6,925+378.0% |