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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 | $77,065 | $76,551+0.7% | $123,894-37.8% | $62,881+22.6% |
| Participation rate | 40.0% | 73.0%-33.0pp | 81.4%-41.4pp | 69.3%-29.3pp |
| Annual return | 4.39% | 18.68%-14.3pp | 47.52%-43.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,615 | $4,840+16.0% | $5,984-6.2% | $3,203+75.3% |
| Admin fee / account holder | $6,727 | $4,826+39.4% | $8,357-19.5% | $4,296+56.6% |