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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 | $93,473 | $51,207+82.5% | $70,565+32.5% | $75,177+24.3% |
| Participation rate | 20.3% | 61.0%-40.7pp | 68.4%-48.1pp | 67.2%-46.9pp |
| Annual return | 11.44% | 30.05%-18.6pp | 32.79%-21.4pp | 160.75%-149.3pp |
| Employer contribution / active EE | $236 | $1,826-87.1% | $2,976-92.1% | $2,671-91.2% |
| Participant deferral / active EE | $1,242 | $2,850-56.4% | $4,568-72.8% | $4,126-69.9% |
| Admin fee / account holder | $7,584 | $4,097+85.1% | $6,430+17.9% | $5,651+34.2% |