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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 | $77,701 | $46,599+66.7% | $64,101+21.2% | $75,173+3.4% |
| Participation rate | 32.6% | 65.9%-33.4pp | 72.3%-39.8pp | 67.2%-34.6pp |
| Annual return | 9.19% | 26.06%-16.9pp | 33.72%-24.5pp | 160.72%-151.5pp |
| Employer contribution / active EE | $359 | $1,975-81.8% | $2,749-86.9% | $2,671-86.5% |
| Participant deferral / active EE | $2,113 | $2,837-25.5% | $3,881-45.5% | $4,126-48.8% |
| Admin fee / account holder | $16,955 | $2,956+473.6% | $3,070+452.2% | $5,651+200.1% |