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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 | $77,019 | $93,589-17.7% | $135,942-43.3% | $75,181+2.4% |
| Participation rate | 27.3% | 75.2%-47.9pp | 81.9%-54.6pp | 67.2%-39.9pp |
| Annual return | 12.84% | 30.90%-18.1pp | 68.28%-55.4pp | 160.69%-147.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,437 | $6,405-30.7% | $7,759-42.8% | $4,126+7.5% |
| Admin fee / account holder | $9,445 | $6,977+35.4% | $10,764-12.3% | $5,650+67.2% |