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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 | $133,742 | $110,240+21.3% | $96,544+38.5% | $139,487-4.1% |
| Participation rate | 54.5% | 78.1%-23.6pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 8.57% | 26.41%-17.8pp | 25.88%-17.3pp | 373.84%-365.3pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,546 | $5,549-36.1% | $4,851-26.9% | $6,713-47.2% |
| Admin fee / account holder | $13,571 | $11,602+17.0% | $8,254+64.4% | $11,407+19.0% |