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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 | $105,229 | $98,776+6.5% | $149,745-29.7% | $79,856+31.8% |
| Participation rate | 64.8% | 75.8%-11.0pp | 82.5%-17.7pp | 69.6%-4.9pp |
| Annual return | 10.08% | 27.38%-17.3pp | 276.72%-266.6pp | 31.71%-21.6pp |
| Employer contribution / active EE | $586 | $3,217-81.8% | $4,646-87.4% | $2,471-76.3% |
| Participant deferral / active EE | $5,426 | $5,681-4.5% | $6,843-20.7% | $3,741+45.1% |
| Admin fee / account holder | $490 | $6,053-91.9% | $9,312-94.7% | $5,306-90.8% |