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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 | $92,070 | $99,875-7.8% | $146,866-37.3% | $86,983+5.8% |
| Participation rate | 62.0% | 75.8%-13.8pp | 82.5%-20.5pp | 69.5%-7.5pp |
| Annual return | 13.13% | 28.10%-15.0pp | 102.85%-89.7pp | 25.83%-12.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,049 | $6,322-51.8% | $7,759-60.7% | $4,194-27.3% |
| Admin fee / account holder | $8,422 | $7,838+7.4% | $13,620-38.2% | $7,856+7.2% |