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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 | $104,098+22.2% | $140,514-9.4% | $94,015+35.3% |
| Participation rate | 46.7% | 73.7%-27.0pp | 77.8%-31.1pp | 70.8%-24.2pp |
| Annual return | 8.99% | 15.14%-6.1pp | 14.36%-5.4pp | 17.84%-8.9pp |
| Employer contribution / active EE | $454 | $2,388-81.0% | $3,378-86.6% | $2,790-83.7% |
| Participant deferral / active EE | $4,541 | $4,033+12.6% | $4,919-7.7% | $4,249+6.9% |
| Admin fee / account holder | $8,767 | $10,439-16.0% | $13,697-36.0% | $8,951-2.1% |