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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 | $93,397 | $79,181+18.0% | $102,423-8.8% | $74,429+25.5% |
| Participation rate | 42.3% | 74.8%-32.4pp | 76.5%-34.2pp | 67.2%-24.9pp |
| Annual return | 6.55% | 54.97%-48.4pp | 29.42%-22.9pp | 1368.38%-1361.8pp |
| Employer contribution / active EE | $726 | $2,362-69.3% | $3,023-76.0% | $2,625-72.4% |
| Participant deferral / active EE | $2,820 | $4,416-36.1% | $5,054-44.2% | $4,348-35.2% |
| Admin fee / account holder | $11,671 | $2,002+483.0% | $9,455+23.4% | $1,944+500.3% |