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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 | $155,878 | $86,949+79.3% | $102,460+52.1% | $80,959+92.5% |
| Participation rate | 67.2% | 72.4%-5.2pp | 76.5%-9.3pp | 67.7%-0.5pp |
| Annual return | 9.29% | 18.89%-9.6pp | 29.47%-20.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $294 | $2,370-87.6% | $3,025-90.3% | $2,757-89.4% |
| Participant deferral / active EE | $5,663 | $4,121+37.4% | $5,056+12.0% | $4,300+31.7% |
| Admin fee / account holder | $15,732 | $8,048+95.5% | $9,460+66.3% | $6,925+127.2% |