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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 | $83,634 | $81,358+2.8% | $155,556-46.2% | $80,959+3.3% |
| Participation rate | 62.0% | 66.3%-4.2pp | 78.2%-16.2pp | 67.7%-5.6pp |
| Annual return | 8.26% | 33.39%-25.1pp | 64.84%-56.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,905 | $3,455+13.0% | $5,631-30.7% | $4,300-9.2% |
| Admin fee / account holder | $18,657 | $7,994+133.4% | $15,885+17.5% | $6,925+169.4% |