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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 | $68,811 | $81,504-15.6% | $102,437-32.8% | $80,959-15.0% |
| Participation rate | 67.9% | 66.9%+1.0pp | 74.5%-6.7pp | 67.7%+0.2pp |
| Annual return | 9.93% | 25.60%-15.7pp | 24.95%-15.0pp | 35.67%-25.7pp |
| Employer contribution / active EE | $448 | $3,104-85.6% | $3,871-88.4% | $2,757-83.7% |
| Participant deferral / active EE | $4,486 | $3,871+15.9% | $5,060-11.3% | $4,300+4.3% |
| Admin fee / account holder | $2,388 | $6,719-64.5% | $8,388-71.5% | $6,925-65.5% |