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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 | $94,201 | $81,504+15.6% | $102,437-8.0% | $80,959+16.4% |
| Participation rate | 48.8% | 66.9%-18.1pp | 74.5%-25.7pp | 67.7%-18.9pp |
| Annual return | 9.13% | 25.60%-16.5pp | 24.95%-15.8pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,965 | $3,871-49.2% | $5,060-61.2% | $4,300-54.3% |
| Admin fee / account holder | $935 | $6,719-86.1% | $8,388-88.9% | $6,925-86.5% |