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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 | $109,786 | $101,798+7.8% | $165,071-33.5% | $80,935+35.6% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 10.45% | 16.73%-6.3pp | 70.17%-59.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $670 | $2,954-77.3% | $4,347-84.6% | $2,757-75.7% |
| Participant deferral / active EE | $3,352 | $4,476-25.1% | $6,035-44.5% | $4,299-22.0% |
| Admin fee / account holder | $1,129 | $8,221-86.3% | $12,695-91.1% | $6,924-83.7% |