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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 | $126,685 | $93,345+35.7% | $119,126+6.3% | $87,485+44.8% |
| Participation rate | 68.0% | 68.7%-0.7pp | 75.8%-7.8pp | 68.9%-0.9pp |
| Annual return | 11.89% | 19.08%-7.2pp | 282.11%-270.2pp | 26.06%-14.2pp |
| Employer contribution / active EE | $749 | $3,172-76.4% | $4,034-81.4% | $2,596-71.2% |
| Participant deferral / active EE | $3,081 | $4,099-24.8% | $5,318-42.1% | $4,274-27.9% |
| Admin fee / account holder | $33,071 | $8,039+311.4% | $10,693+209.3% | $7,775+325.4% |