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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 | $88,935 | $154,228-42.3% | $145,433-38.8% | $137,256-35.2% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 11.85% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $551 | $4,804-88.5% | $4,554-87.9% | $4,156-86.8% |
| Participant deferral / active EE | $5,265 | $8,216-35.9% | $7,897-33.3% | $6,407-17.8% |
| Admin fee / account holder | $1,952 | $14,344-86.4% | $13,129-85.1% | $12,270-84.1% |