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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 | $63,547 | $71,215-10.8% | $93,696-32.2% | $80,935-21.5% |
| Participation rate | 38.2% | 60.4%-22.2pp | 68.7%-30.5pp | 67.7%-29.5pp |
| Annual return | 6.35% | 11.27%-4.9pp | 133.74%-127.4pp | 35.66%-29.3pp |
| Employer contribution / active EE | $343 | $1,565-78.1% | $2,422-85.8% | $2,757-87.6% |
| Participant deferral / active EE | $2,399 | $4,037-40.6% | $4,417-45.7% | $4,299-44.2% |
| Admin fee / account holder | $1,493 | $6,958-78.5% | $8,287-82.0% | $6,924-78.4% |