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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 | $91,766 | $117,829-22.1% | $102,423-10.4% | $145,877-37.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 7.45% | 31.83%-24.4pp | 29.42%-22.0pp | 551.28%-543.8pp |
| Employer contribution / active EE | $771 | $3,615-78.7% | $3,023-74.5% | $4,663-83.5% |
| Participant deferral / active EE | $3,591 | $5,732-37.4% | $5,054-29.0% | $6,691-46.3% |
| Admin fee / account holder | $5,285 | $13,335-60.4% | $9,455-44.1% | $13,402-60.6% |