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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 | $68,821 | $66,459+3.6% | $81,353-15.4% | $77,736-11.5% |
| Participation rate | 26.0% | 68.7%-42.7pp | 69.5%-43.6pp | 70.6%-44.6pp |
| Annual return | 9.09% | 15.95%-6.9pp | 24.82%-15.7pp | 31.26%-22.2pp |
| Employer contribution / active EE | $354 | $2,156-83.6% | $2,464-85.6% | $2,728-87.0% |
| Participant deferral / active EE | $1,516 | $3,674-58.7% | $3,885-61.0% | $4,651-67.4% |
| Admin fee / account holder | $8,751 | $585+1395.7% | $5,766+51.8% | $433+1919.5% |