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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 | $77,055 | $81,457-5.4% | $103,378-25.5% | $80,911-4.8% |
| Participation rate | 13.3% | 66.8%-53.5pp | 74.5%-61.2pp | 67.6%-54.3pp |
| Annual return | 8.94% | 25.58%-16.6pp | 24.91%-16.0pp | 35.63%-26.7pp |
| Employer contribution / active EE | $318 | $3,107-89.8% | $3,870-91.8% | $2,756-88.5% |
| Participant deferral / active EE | $2,089 | $3,871-46.0% | $5,058-58.7% | $4,297-51.4% |
| Admin fee / account holder | $52,458 | $6,717+681.0% | $8,401+524.4% | $6,935+656.5% |