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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 | $74,209 | $201,344-63.1% | $184,243-59.7% | $145,877-49.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.26% | 29.01%-19.8pp | 28.82%-19.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,260 | $7,022-82.1% | $6,427-80.4% | $4,663-73.0% |
| Participant deferral / active EE | $15,249 | $9,807+55.5% | $9,132+67.0% | $6,691+127.9% |
| Admin fee / account holder | $983 | $16,382-94.0% | $13,914-92.9% | $13,402-92.7% |