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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 | $125,508 | $76,551+64.0% | $123,894+1.3% | $62,881+99.6% |
| Participation rate | 64.1% | 73.0%-8.9pp | 81.4%-17.3pp | 69.3%-5.2pp |
| Annual return | 5.84% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $113 | $2,882-96.1% | $4,617-97.6% | $2,281-95.1% |
| Participant deferral / active EE | $8,053 | $4,840+66.4% | $5,984+34.6% | $3,203+151.4% |
| Admin fee / account holder | $17,581 | $4,826+264.3% | $8,357+110.4% | $4,296+309.3% |