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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 | $93,926 | $65,246+44.0% | $98,716-4.9% | $67,986+38.2% |
| Participation rate | 22.9% | 51.4%-28.6pp | 69.3%-46.4pp | 57.2%-34.4pp |
| Annual return | 11.01% | 20.58%-9.6pp | 31.81%-20.8pp | 31.67%-20.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,790 | $2,594-31.0% | $4,048-55.8% | $3,358-46.7% |
| Admin fee / account holder | $11,727 | $4,561+157.1% | $8,703+34.7% | $3,203+266.1% |