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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 | $58,378 | $59,115-1.2% | $77,175-24.4% | $75,173-22.3% |
| Participation rate | 62.2% | 63.8%-1.7pp | 69.6%-7.4pp | 67.2%-5.0pp |
| Annual return | 11.94% | 26.71%-14.8pp | 37.88%-25.9pp | 160.65%-148.7pp |
| Employer contribution / active EE | $38 | $1,995-98.1% | $2,533-98.5% | $2,670-98.6% |
| Participant deferral / active EE | $1,300 | $2,998-56.7% | $3,832-66.1% | $4,126-68.5% |
| Admin fee / account holder | $7,033 | $4,776+47.3% | $5,474+28.5% | $5,651+24.4% |