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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 | $76,397 | $197,625-61.3% | $177,840-57.0% | $158,966-51.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 3.23% | 58.76%-55.5pp | 48.32%-45.1pp | 302.95%-299.7pp |
| Employer contribution / active EE | $817 | $6,698-87.8% | $5,919-86.2% | $4,762-82.8% |
| Participant deferral / active EE | $3,907 | $8,405-53.5% | $7,714-49.4% | $5,983-34.7% |
| Admin fee / account holder | $768 | $15,405-95.0% | $12,431-93.8% | $11,250-93.2% |