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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 | $176,775 | $87,060+103.0% | $105,591+67.4% | $80,911+118.5% |
| Participation rate | 48.6% | 70.4%-21.9pp | 75.3%-26.7pp | 67.6%-19.1pp |
| Annual return | 10.11% | 17.05%-6.9pp | 116.43%-106.3pp | 35.63%-25.5pp |
| Employer contribution / active EE | $454 | $2,396-81.0% | $3,166-85.7% | $2,756-83.5% |
| Participant deferral / active EE | $2,460 | $3,986-38.3% | $5,008-50.9% | $4,297-42.8% |
| Admin fee / account holder | $28,267 | $8,442+234.8% | $11,024+156.4% | $6,935+307.6% |