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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 | $108,543 | $110,379-1.7% | $102,412+6.0% | $145,884-25.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.60% | 24.84%-16.2pp | 24.94%-16.3pp | 551.85%-543.2pp |
| Employer contribution / active EE | $698 | $4,216-83.5% | $3,870-82.0% | $4,662-85.0% |
| Participant deferral / active EE | $1,825 | $5,622-67.5% | $5,060-63.9% | $6,690-72.7% |
| Admin fee / account holder | $723 | $9,745-92.6% | $8,388-91.4% | $13,392-94.6% |