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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 | $85,385 | $100,194-14.8% | $122,979-30.6% | $86,983-1.8% |
| Participation rate | 45.5% | 73.0%-27.5pp | 77.2%-31.7pp | 69.5%-24.1pp |
| Annual return | 7.83% | 16.47%-8.6pp | 20.12%-12.3pp | 25.83%-18.0pp |
| Employer contribution / active EE | $106 | $2,326-95.4% | $3,062-96.5% | $2,584-95.9% |
| Participant deferral / active EE | $3,109 | $4,133-24.8% | $5,003-37.9% | $4,194-25.9% |
| Admin fee / account holder | $19,422 | $10,148+91.4% | $12,864+51.0% | $7,856+147.2% |