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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 | $126,096 | $124,425+1.3% | $112,040+12.5% | $137,256-8.1% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.5%-39.0pp | 80.0%-42.5pp |
| Annual return | 9.07% | 24.72%-15.6pp | 24.52%-15.4pp | 220.34%-211.3pp |
| Employer contribution / active EE | $207 | $3,411-93.9% | $2,954-93.0% | $4,156-95.0% |
| Participant deferral / active EE | $1,993 | $5,718-65.2% | $5,098-60.9% | $6,407-68.9% |
| Admin fee / account holder | $4,527 | $15,207-70.2% | $12,098-62.6% | $12,270-63.1% |