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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 | $68,952 | $76,551-9.9% | $123,894-44.3% | $62,881+9.7% |
| Participation rate | 57.6% | 73.0%-15.4pp | 81.4%-23.8pp | 69.3%-11.7pp |
| Annual return | 3.75% | 18.68%-14.9pp | 47.52%-43.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $440 | $2,882-84.8% | $4,617-90.5% | $2,281-80.7% |
| Participant deferral / active EE | $3,085 | $4,840-36.2% | $5,984-48.4% | $3,203-3.7% |
| Admin fee / account holder | $23,834 | $4,826+393.9% | $8,357+185.2% | $4,296+454.8% |