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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 | $92,914 | $78,707+18.1% | $117,861-21.2% | $70,126+32.5% |
| Participation rate | 57.8% | 73.2%-15.4pp | 79.7%-21.9pp | 69.5%-11.7pp |
| Annual return | 10.88% | 23.30%-12.4pp | 335.11%-324.2pp | 73.15%-62.3pp |
| Employer contribution / active EE | $238 | $2,223-89.3% | $3,786-93.7% | $2,343-89.9% |
| Participant deferral / active EE | $3,652 | $3,297+10.8% | $4,482-18.5% | $3,332+9.6% |
| Admin fee / account holder | $11,043 | $5,066+118.0% | $8,021+37.7% | $4,645+137.7% |