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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 | $102,090 | $61,815+65.2% | $97,295+4.9% | $80,959+26.1% |
| Participation rate | 63.6% | 63.5%+0.2pp | 72.7%-9.0pp | 67.7%-4.0pp |
| Annual return | 8.32% | -558.73%+567.1pp | 75.62%-67.3pp | 35.67%-27.3pp |
| Employer contribution / active EE | $261 | $1,836-85.8% | $2,723-90.4% | $2,757-90.5% |
| Participant deferral / active EE | $5,026 | $3,027+66.1% | $4,264+17.9% | $4,300+16.9% |
| Admin fee / account holder | $30,338 | $5,166+487.3% | $5,646+437.3% | $6,925+338.1% |