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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 | $90,844 | $102,422-11.3% | $147,117-38.3% | $80,959+12.2% |
| Participation rate | 46.4% | 75.9%-29.4pp | 82.2%-35.8pp | 67.7%-21.2pp |
| Annual return | 10.87% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $530 | $3,717-85.7% | $4,932-89.3% | $2,757-80.8% |
| Participant deferral / active EE | $4,236 | $6,652-36.3% | $8,065-47.5% | $4,300-1.5% |
| Admin fee / account holder | $24,585 | $7,953+209.1% | $12,993+89.2% | $6,925+255.0% |