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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 | $59,722 | $201,264-70.3% | $184,185-67.6% | $145,978-59.1% |
| Participation rate | 35.7% | 87.5%-51.8pp | 86.8%-51.1pp | 80.3%-44.6pp |
| Annual return | 9.43% | 29.00%-19.6pp | 28.81%-19.4pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,353 | $7,021-80.7% | $6,426-78.9% | $4,662-71.0% |
| Participant deferral / active EE | $4,880 | $9,806-50.2% | $9,132-46.6% | $6,690-27.1% |
| Admin fee / account holder | $17,119 | $16,376+4.5% | $13,909+23.1% | $13,400+27.7% |