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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 | $74,122 | $86,949-14.8% | $102,460-27.7% | $80,959-8.4% |
| Participation rate | 30.8% | 72.4%-41.6pp | 76.5%-45.7pp | 67.7%-36.9pp |
| Annual return | 8.91% | 18.89%-10.0pp | 29.47%-20.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,766 | $4,121-8.6% | $5,056-25.5% | $4,300-12.4% |
| Admin fee / account holder | $11,674 | $8,048+45.1% | $9,460+23.4% | $6,925+68.6% |