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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 | $82,761 | $81,358+1.7% | $155,556-46.8% | $80,959+2.2% |
| Participation rate | 58.8% | 66.3%-7.4pp | 78.2%-19.4pp | 67.7%-8.8pp |
| Annual return | 9.48% | 33.39%-23.9pp | 64.84%-55.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,103 | $3,455-10.2% | $5,631-44.9% | $4,300-27.9% |
| Admin fee / account holder | $10,669 | $7,994+33.5% | $15,885-32.8% | $6,925+54.1% |