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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 | $75,670 | $80,781-6.3% | $102,437-26.1% | $74,478+1.6% |
| Participation rate | 39.8% | 65.7%-25.9pp | 74.5%-34.7pp | 67.2%-27.4pp |
| Annual return | 8.60% | 27.58%-19.0pp | 24.95%-16.4pp | 1370.56%-1362.0pp |
| Employer contribution / active EE | $737 | $3,160-76.7% | $3,871-81.0% | $2,626-72.0% |
| Participant deferral / active EE | $1,877 | $3,862-51.4% | $5,060-62.9% | $4,350-56.8% |
| Admin fee / account holder | $6,672 | $2,372+181.3% | $8,388-20.5% | $1,946+242.9% |