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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 | $83,345 | $117,846-29.3% | $102,434-18.6% | $145,884-42.9% |
| Participation rate | 29.2% | 78.6%-49.5pp | 76.5%-47.3pp | 80.3%-51.1pp |
| Annual return | 5.13% | 31.90%-26.8pp | 29.46%-24.3pp | 551.85%-546.7pp |
| Employer contribution / active EE | $400 | $3,615-88.9% | $3,023-86.8% | $4,662-91.4% |
| Participant deferral / active EE | $1,997 | $5,733-65.2% | $5,055-60.5% | $6,690-70.2% |
| Admin fee / account holder | $17,927 | $13,356+34.2% | $9,462+89.5% | $13,392+33.9% |