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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 | $65,564 | $86,949-24.6% | $102,460-36.0% | $80,959-19.0% |
| Participation rate | 45.3% | 72.4%-27.1pp | 76.5%-31.2pp | 67.7%-22.4pp |
| Annual return | 9.61% | 18.89%-9.3pp | 29.47%-19.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $669 | $2,370-71.8% | $3,025-77.9% | $2,757-75.7% |
| Participant deferral / active EE | $1,857 | $4,121-54.9% | $5,056-63.3% | $4,300-56.8% |
| Admin fee / account holder | $3,750 | $8,048-53.4% | $9,460-60.4% | $6,925-45.8% |