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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 | $126,811 | $96,731+31.1% | $123,973+2.3% | $86,983+45.8% |
| Participation rate | 44.0% | 70.0%-26.0pp | 76.7%-32.7pp | 69.5%-25.5pp |
| Annual return | 10.24% | 17.33%-7.1pp | 388.13%-377.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $592 | $3,297-82.1% | $4,126-85.7% | $2,584-77.1% |
| Participant deferral / active EE | $5,148 | $4,152+24.0% | $5,247-1.9% | $4,194+22.8% |
| Admin fee / account holder | $7,256 | $8,722-16.8% | $11,799-38.5% | $7,856-7.6% |