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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 | $127,235 | $95,453+33.3% | $112,040+13.6% | $82,448+54.3% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.5%-29.8pp | 68.1%-21.4pp |
| Annual return | 8.99% | 23.92%-14.9pp | 24.52%-15.5pp | 41.64%-32.6pp |
| Employer contribution / active EE | $454 | $2,318-80.4% | $2,954-84.6% | $2,551-82.2% |
| Participant deferral / active EE | $4,541 | $4,224+7.5% | $5,098-10.9% | $4,139+9.7% |
| Admin fee / account holder | $8,767 | $9,013-2.7% | $12,098-27.5% | $7,234+21.2% |