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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 | $115,906 | $76,834+50.9% | $108,359+7.0% | $87,485+32.5% |
| Participation rate | 66.7% | 61.7%+4.9pp | 70.1%-3.5pp | 68.9%-2.3pp |
| Annual return | 4.00% | 19.09%-15.1pp | 36.89%-32.9pp | 26.06%-22.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,263 | $3,100+37.5% | $4,137+3.1% | $4,274-0.2% |
| Admin fee / account holder | $8,685 | $6,537+32.9% | $9,741-10.8% | $7,775+11.7% |