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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 | $53,369 | $76,551-30.3% | $123,894-56.9% | $62,881-15.1% |
| Participation rate | 59.2% | 73.0%-13.8pp | 81.4%-22.2pp | 69.3%-10.1pp |
| Annual return | 5.83% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $401 | $2,882-86.1% | $4,617-91.3% | $2,281-82.4% |
| Participant deferral / active EE | $3,759 | $4,840-22.3% | $5,984-37.2% | $3,203+17.4% |
| Admin fee / account holder | $4,693 | $4,826-2.8% | $8,357-43.8% | $4,296+9.2% |