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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 | $77,936 | $69,444+12.2% | $92,985-16.2% | $87,485-10.9% |
| Participation rate | 36.6% | 63.3%-26.7pp | 69.5%-32.9pp | 68.9%-32.3pp |
| Annual return | 11.78% | 23.85%-12.1pp | 27.99%-16.2pp | 26.06%-14.3pp |
| Employer contribution / active EE | $72 | $1,917-96.2% | $2,662-97.3% | $2,596-97.2% |
| Participant deferral / active EE | $1,449 | $3,364-56.9% | $4,377-66.9% | $4,274-66.1% |
| Admin fee / account holder | $6,001 | $6,137-2.2% | $9,463-36.6% | $7,775-22.8% |