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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 | $68,496 | $65,367+4.8% | $92,915-26.3% | $72,976-6.1% |
| Participation rate | 53.3% | 68.3%-15.0pp | 76.0%-22.7pp | 69.5%-16.2pp |
| Annual return | 15.14% | 42.11%-27.0pp | 109.45%-94.3pp | 81.02%-65.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,969 | $3,128-37.1% | $4,238-53.5% | $3,608-45.4% |
| Admin fee / account holder | $3,366 | $4,251-20.8% | $5,796-41.9% | $5,124-34.3% |