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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 | $101,499 | $97,550+4.0% | $120,344-15.7% | $87,485+16.0% |
| Participation rate | 44.1% | 72.8%-28.8pp | 76.7%-32.6pp | 68.9%-24.9pp |
| Annual return | 9.57% | 18.41%-8.8pp | 20.30%-10.7pp | 26.06%-16.5pp |
| Employer contribution / active EE | $8 | $2,291-99.7% | $3,020-99.7% | $2,596-99.7% |
| Participant deferral / active EE | $3,322 | $4,230-21.5% | $5,135-35.3% | $4,274-22.3% |
| Admin fee / account holder | $32,021 | $9,543+235.6% | $12,742+151.3% | $7,775+311.9% |