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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 | $73,111 | $57,057+28.1% | $85,009-14.0% | $80,874-9.6% |
| Participation rate | 15.6% | 56.4%-40.7pp | 67.5%-51.9pp | 67.6%-52.0pp |
| Annual return | 9.95% | 21.66%-11.7pp | 66.47%-56.5pp | 35.62%-25.7pp |
| Employer contribution / active EE | $279 | $1,799-84.5% | $2,728-89.8% | $2,756-89.9% |
| Participant deferral / active EE | $801 | $3,112-74.3% | $4,522-82.3% | $4,297-81.4% |
| Admin fee / account holder | $1,174 | $4,986-76.5% | $6,153-80.9% | $6,935-83.1% |