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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 | $133,668 | $106,749+25.2% | $145,433-8.1% | $82,448+62.1% |
| Participation rate | 57.6% | 75.6%-18.1pp | 82.1%-24.5pp | 68.1%-10.5pp |
| Annual return | 13.74% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,866 | $6,519-40.7% | $7,897-51.0% | $4,139-6.6% |
| Admin fee / account holder | $2,093 | $8,390-75.0% | $13,129-84.1% | $7,234-71.1% |