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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 | $92,539 | $161,352-42.6% | $134,172-31.0% | $137,256-32.6% |
| Participation rate | 25.0% | 78.3%-53.3pp | 72.5%-47.5pp | 80.0%-55.0pp |
| Annual return | 8.47% | 28.72%-20.2pp | 25.30%-16.8pp | 220.34%-211.9pp |
| Employer contribution / active EE | $392 | $4,099-90.4% | $3,420-88.5% | $4,156-90.6% |
| Participant deferral / active EE | $1,517 | $5,552-72.7% | $4,690-67.7% | $6,407-76.3% |
| Admin fee / account holder | $19,842 | $15,028+32.0% | $12,016+65.1% | $12,270+61.7% |