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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 | $103,393 | $71,230+45.2% | $93,727+10.3% | $80,959+27.7% |
| Participation rate | 56.8% | 60.4%-3.6pp | 68.7%-11.9pp | 67.7%-10.8pp |
| Annual return | 6.59% | 11.26%-4.7pp | 133.83%-127.2pp | 35.67%-29.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,344 | $4,037-41.9% | $4,417-46.9% | $4,300-45.5% |
| Admin fee / account holder | $32,367 | $6,961+365.0% | $8,292+290.4% | $6,925+367.4% |