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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 | $96,591 | $100,194-3.6% | $122,979-21.5% | $86,983+11.0% |
| Participation rate | 34.1% | 73.0%-38.9pp | 77.2%-43.1pp | 69.5%-35.5pp |
| Annual return | -7.06% | 16.47%-23.5pp | 20.12%-27.2pp | 25.83%-32.9pp |
| Employer contribution / active EE | $599 | $2,326-74.2% | $3,062-80.4% | $2,584-76.8% |
| Participant deferral / active EE | $4,184 | $4,133+1.2% | $5,003-16.4% | $4,194-0.2% |
| Admin fee / account holder | $5,942 | $10,148-41.5% | $12,864-53.8% | $7,856-24.4% |