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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 | $138,523 | $148,623-6.8% | $135,974+1.9% | $139,466-0.7% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.4pp | 80.3%-10.8pp |
| Annual return | 11.50% | 79.30%-67.8pp | 68.30%-56.8pp | 373.66%-362.2pp |
| Employer contribution / active EE | $947 | $5,246-81.9% | $4,859-80.5% | $4,754-80.1% |
| Participant deferral / active EE | $6,010 | $8,103-25.8% | $7,760-22.6% | $6,712-10.5% |
| Admin fee / account holder | $17,542 | $12,406+41.4% | $10,767+62.9% | $11,409+53.8% |