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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 | $69,562 | $59,440+17.0% | $78,004-10.8% | $82,637-15.8% |
| Participation rate | 44.4% | 62.8%-18.4pp | 69.4%-25.0pp | 68.1%-23.6pp |
| Annual return | 7.07% | 40.24%-33.2pp | 31.07%-24.0pp | 53.51%-46.4pp |
| Employer contribution / active EE | $88 | $1,750-95.0% | $2,469-96.4% | $2,552-96.5% |
| Participant deferral / active EE | $1,762 | $3,138-43.9% | $4,092-56.9% | $4,126-57.3% |
| Admin fee / account holder | $4,695 | $5,504-14.7% | $7,578-38.0% | $7,339-36.0% |