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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 | $107,927 | $98,766+9.3% | $149,730-27.9% | $79,852+35.2% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 8.06% | 27.43%-19.4pp | 276.70%-268.6pp | 31.72%-23.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,024 | $5,681-11.6% | $6,843-26.6% | $3,740+34.3% |
| Admin fee / account holder | $26,660 | $6,052+340.5% | $9,310+186.3% | $5,306+402.4% |