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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 | $81,358+7.0% | $155,556-44.1% | $80,959+7.5% |
| Participation rate | 8.4% | 66.3%-57.8pp | 78.2%-69.8pp | 67.7%-59.2pp |
| Annual return | 8.96% | 33.39%-24.4pp | 64.84%-55.9pp | 35.67%-26.7pp |
| Employer contribution / active EE | $96 | $3,106-96.9% | $4,675-97.9% | $2,757-96.5% |
| Participant deferral / active EE | $1,337 | $3,455-61.3% | $5,631-76.3% | $4,300-68.9% |
| Admin fee / account holder | $576 | $7,994-92.8% | $15,885-96.4% | $6,925-91.7% |