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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 | $79,409 | $86,949-8.7% | $102,460-22.5% | $80,959-1.9% |
| Participation rate | 38.3% | 72.4%-34.1pp | 76.5%-38.2pp | 67.7%-29.4pp |
| Annual return | 10.01% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $199 | $2,370-91.6% | $3,025-93.4% | $2,757-92.8% |
| Participant deferral / active EE | $2,439 | $4,121-40.8% | $5,056-51.8% | $4,300-43.3% |
| Admin fee / account holder | $7,269 | $8,048-9.7% | $9,460-23.2% | $6,925+5.0% |