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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 | $82,313 | $77,492+6.2% | $100,398-18.0% | $80,911+1.7% |
| Participation rate | 68.0% | 76.9%-8.9pp | 81.5%-13.5pp | 67.6%+0.4pp |
| Annual return | 11.48% | 37.23%-25.8pp | 49.32%-37.8pp | 35.63%-24.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,692 | $6,817+56.8% | $8,084+32.3% | $4,297+148.8% |
| Admin fee / account holder | $25,685 | $5,892+335.9% | $7,893+225.4% | $6,935+270.4% |