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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 | $77,854 | $50,919+52.9% | $155,556-50.0% | $77,762+0.1% |
| Participation rate | 18.3% | 63.1%-44.8pp | 78.2%-60.0pp | 70.6%-52.3pp |
| Annual return | 9.60% | 34.84%-25.2pp | 64.84%-55.2pp | 31.27%-21.7pp |
| Employer contribution / active EE | $271 | $1,991-86.4% | $4,675-94.2% | $2,728-90.1% |
| Participant deferral / active EE | $954 | $2,824-66.2% | $5,631-83.1% | $4,651-79.5% |
| Admin fee / account holder | $18,501 | $437+4136.1% | $15,885+16.5% | $433+4173.7% |