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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 | $119,950 | $114,712+4.6% | $173,730-31.0% | $87,485+37.1% |
| Participation rate | 27.0% | 73.0%-46.0pp | 79.6%-52.6pp | 68.9%-41.9pp |
| Annual return | 9.53% | 20.18%-10.6pp | 19.96%-10.4pp | 26.06%-16.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,969 | $4,642-36.0% | $6,326-53.1% | $4,274-30.5% |
| Admin fee / account holder | $2,123 | $10,210-79.2% | $17,523-87.9% | $7,775-72.7% |