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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 | $108,470 | $81,476+33.1% | $102,383+5.9% | $80,925+34.0% |
| Participation rate | 52.2% | 66.8%-14.7pp | 74.5%-22.3pp | 67.7%-15.5pp |
| Annual return | 9.57% | 25.59%-16.0pp | 24.94%-15.4pp | 35.65%-26.1pp |
| Employer contribution / active EE | $696 | $3,105-77.6% | $3,870-82.0% | $2,756-74.7% |
| Participant deferral / active EE | $3,481 | $3,871-10.1% | $5,060-31.2% | $4,299-19.0% |
| Admin fee / account holder | $28,243 | $6,717+320.4% | $8,391+236.6% | $6,940+307.0% |