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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 | $158,017 | $201,372-21.5% | $184,260-14.2% | $145,884+8.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.01% | 29.04%-20.0pp | 28.84%-19.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $963 | $7,024-86.3% | $6,427-85.0% | $4,662-79.3% |
| Participant deferral / active EE | $4,816 | $9,808-50.9% | $9,133-47.3% | $6,690-28.0% |
| Admin fee / account holder | $2,180 | $16,362-86.7% | $13,898-84.3% | $13,392-83.7% |