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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 | $120,590 | $86,938+38.7% | $102,423+17.7% | $80,925+49.0% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 9.92% | 18.89%-9.0pp | 29.42%-19.5pp | 35.65%-25.7pp |
| Employer contribution / active EE | $262 | $2,369-89.0% | $3,023-91.3% | $2,756-90.5% |
| Participant deferral / active EE | $3,650 | $4,120-11.4% | $5,054-27.8% | $4,299-15.1% |
| Admin fee / account holder | $37,160 | $8,053+361.5% | $9,455+293.0% | $6,940+435.4% |