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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 | $95,834 | $76,551+25.2% | $123,894-22.6% | $62,881+52.4% |
| Participation rate | 62.5% | 73.0%-10.5pp | 81.4%-18.9pp | 69.3%-6.8pp |
| Annual return | 3.32% | 18.68%-15.4pp | 47.52%-44.2pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,234 | $4,840-12.5% | $5,984-29.2% | $3,203+32.2% |
| Admin fee / account holder | $2,475 | $4,826-48.7% | $8,357-70.4% | $4,296-42.4% |