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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 | $87,029 | $81,276+7.1% | $155,574-44.1% | $80,925+7.5% |
| Participation rate | 8.4% | 66.2%-57.8pp | 78.2%-69.8pp | 67.7%-59.2pp |
| Annual return | 8.96% | 33.36%-24.4pp | 64.87%-55.9pp | 35.65%-26.7pp |
| Employer contribution / active EE | $96 | $3,103-96.9% | $4,676-97.9% | $2,756-96.5% |
| Participant deferral / active EE | $1,337 | $3,453-61.3% | $5,629-76.2% | $4,299-68.9% |
| Admin fee / account holder | $576 | $7,993-92.8% | $15,914-96.4% | $6,940-91.7% |