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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 | $75,523 | $72,273+4.5% | $101,275-25.4% | $79,856-5.4% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 9.74% | 22.30%-12.6pp | 46.48%-36.7pp | 31.71%-22.0pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,063 | $3,282-6.7% | $4,371-29.9% | $3,741-18.1% |
| Admin fee / account holder | $9,649 | $4,401+119.2% | $5,948+62.2% | $5,306+81.8% |