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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 | $92,038 | $91,111+1.0% | $84,021+9.5% | - |
| Participation rate | 38.4% | 59.1%-20.7pp | 69.0%-30.6pp | - |
| Annual return | 6.76% | 12.53%-5.8pp | 71.32%-64.6pp | - |
| Employer contribution / active EE | $0 | $769-100.0% | $1,984-100.0% | - |
| Participant deferral / active EE | $2,522 | $2,182+15.6% | $3,239-22.1% | - |
| Admin fee / account holder | $4,801 | $22,833-79.0% | $6,102-21.3% | - |