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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 | $69,469 | $67,602+2.8% | $82,312-15.6% | $70,126-0.9% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.9%-28.9pp | 69.5%-21.5pp |
| Annual return | 11.72% | 21.57%-9.9pp | 25.88%-14.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,580 | $2,987-13.6% | $3,706-30.4% | $3,332-22.6% |
| Admin fee / account holder | $4,830 | $4,512+7.1% | $5,608-13.9% | $4,645+4.0% |