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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 | $61,755+65.3% | $97,161+5.1% | $80,911+26.2% |
| Participation rate | 63.6% | 63.5%+0.2pp | 72.7%-9.1pp | 67.6%-4.0pp |
| Annual return | 8.32% | -557.90%+566.2pp | 75.36%-67.0pp | 35.63%-27.3pp |
| Employer contribution / active EE | $261 | $1,835-85.8% | $2,723-90.4% | $2,756-90.5% |
| Participant deferral / active EE | $5,026 | $3,026+66.1% | $4,265+17.8% | $4,297+17.0% |
| Admin fee / account holder | $30,338 | $5,166+487.3% | $5,647+437.2% | $6,935+337.5% |