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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 | $79,199 | $71,208+11.2% | $93,681-15.5% | $80,911-2.1% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.6%-20.6pp |
| Annual return | 9.41% | 11.27%-1.9pp | 133.47%-124.1pp | 35.63%-26.2pp |
| Employer contribution / active EE | $225 | $1,564-85.6% | $2,422-90.7% | $2,756-91.8% |
| Participant deferral / active EE | $1,589 | $4,035-60.6% | $4,415-64.0% | $4,297-63.0% |
| Admin fee / account holder | $37,618 | $6,951+441.2% | $8,290+353.8% | $6,935+442.5% |