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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 | $82,382 | $87,037-5.3% | $106,201-22.4% | $80,874+1.9% |
| Participation rate | 38.7% | 70.4%-31.8pp | 75.3%-36.6pp | 67.6%-29.0pp |
| Annual return | 9.72% | 17.05%-7.3pp | 116.26%-106.5pp | 35.62%-25.9pp |
| Employer contribution / active EE | $475 | $2,396-80.2% | $3,170-85.0% | $2,756-82.8% |
| Participant deferral / active EE | $2,593 | $3,986-34.9% | $5,012-48.3% | $4,297-39.6% |
| Admin fee / account holder | $9,895 | $8,434+17.3% | $11,039-10.4% | $6,935+42.7% |