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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 | $78,467 | $93,345-15.9% | $119,126-34.1% | $87,485-10.3% |
| Participation rate | 54.8% | 68.7%-13.9pp | 75.8%-20.9pp | 68.9%-14.1pp |
| Annual return | 11.32% | 19.08%-7.8pp | 282.11%-270.8pp | 26.06%-14.7pp |
| Employer contribution / active EE | $502 | $3,172-84.2% | $4,034-87.6% | $2,596-80.7% |
| Participant deferral / active EE | $2,999 | $4,099-26.8% | $5,318-43.6% | $4,274-29.8% |
| Admin fee / account holder | $14,827 | $8,039+84.5% | $10,693+38.7% | $7,775+90.7% |