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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 | $79,370 | $86,949-8.7% | $102,460-22.5% | $80,959-2.0% |
| Participation rate | 42.1% | 72.4%-30.3pp | 76.5%-34.4pp | 67.7%-25.6pp |
| Annual return | 9.53% | 18.89%-9.4pp | 29.47%-19.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $584 | $2,370-75.4% | $3,025-80.7% | $2,757-78.8% |
| Participant deferral / active EE | $1,973 | $4,121-52.1% | $5,056-61.0% | $4,300-54.1% |
| Admin fee / account holder | $2,316 | $8,048-71.2% | $9,460-75.5% | $6,925-66.6% |