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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 | $104,400 | $106,280-1.8% | $96,538+8.1% | $139,487-25.2% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 9.23% | 38.48%-29.3pp | 35.74%-26.5pp | 373.84%-364.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,098 | $5,457-24.9% | $4,880-16.0% | $6,713-39.0% |
| Admin fee / account holder | $14,656 | $7,888+85.8% | $6,737+117.5% | $11,407+28.5% |