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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 | $74,386 | $93,598-20.5% | $135,974-45.3% | $75,173-1.0% |
| Participation rate | 69.8% | 75.2%-5.4pp | 81.9%-12.2pp | 67.2%+2.6pp |
| Annual return | 15.05% | 30.89%-15.8pp | 68.30%-53.3pp | 160.72%-145.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,804 | $6,405-40.6% | $7,760-51.0% | $4,126-7.8% |
| Admin fee / account holder | $16,207 | $6,978+132.3% | $10,767+50.5% | $5,651+186.8% |