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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 | $86,949+38.7% | $102,460+17.7% | $80,959+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 | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $262 | $2,370-89.0% | $3,025-91.4% | $2,757-90.5% |
| Participant deferral / active EE | $3,650 | $4,121-11.4% | $5,056-27.8% | $4,300-15.1% |
| Admin fee / account holder | $37,160 | $8,048+361.8% | $9,460+292.8% | $6,925+436.6% |