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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 | $81,660 | $275,752-70.4% | $256,809-68.2% | $198,609-58.9% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 2.25% | 34.81%-32.6pp | 32.73%-30.5pp | 202.70%-200.4pp |
| Employer contribution / active EE | $822 | $7,721-89.3% | $7,263-88.7% | $5,055-83.7% |
| Participant deferral / active EE | $6,896 | $10,037-31.3% | $9,520-27.6% | $6,977-1.2% |
| Admin fee / account holder | $37,474 | $25,716+45.7% | $25,146+49.0% | $19,030+96.9% |