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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 | $29,484 | $81,504-63.8% | $102,437-71.2% | $80,959-63.6% |
| Participation rate | 67.6% | 66.9%+0.7pp | 74.5%-6.9pp | 67.7%-0.1pp |
| Annual return | 7.31% | 25.60%-18.3pp | 24.95%-17.6pp | 35.67%-28.4pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,233 | $3,871-42.3% | $5,060-55.9% | $4,300-48.1% |
| Admin fee / account holder | $1,302 | $6,719-80.6% | $8,388-84.5% | $6,925-81.2% |