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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 | $168,133 | $138,386+21.5% | $184,260-8.8% | $80,935+107.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 86.8%-20.2pp | 67.7%-1.0pp |
| Annual return | 9.94% | 20.02%-10.1pp | 28.84%-18.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,341 | $4,851-72.4% | $6,427-79.1% | $2,757-51.4% |
| Participant deferral / active EE | $3,358 | $7,076-52.5% | $9,133-63.2% | $4,299-21.9% |
| Admin fee / account holder | $23,921 | $10,489+128.1% | $13,898+72.1% | $6,924+245.5% |