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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 | $96,731-18.9% | $123,973-36.7% | $86,983-9.8% |
| Participation rate | 54.8% | 70.0%-15.2pp | 76.7%-21.8pp | 69.5%-14.7pp |
| Annual return | 11.32% | 17.33%-6.0pp | 388.13%-376.8pp | 25.83%-14.5pp |
| Employer contribution / active EE | $502 | $3,297-84.8% | $4,126-87.8% | $2,584-80.6% |
| Participant deferral / active EE | $2,999 | $4,152-27.8% | $5,247-42.8% | $4,194-28.5% |
| Admin fee / account holder | $14,827 | $8,722+70.0% | $11,799+25.7% | $7,856+88.7% |