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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 | $94,626 | $95,453-0.9% | $112,040-15.5% | $82,448+14.8% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.5%-8.5pp | 68.1%-0.1pp |
| Annual return | 8.85% | 23.92%-15.1pp | 24.52%-15.7pp | 41.64%-32.8pp |
| Employer contribution / active EE | $415 | $2,318-82.1% | $2,954-85.9% | $2,551-83.7% |
| Participant deferral / active EE | $3,774 | $4,224-10.6% | $5,098-26.0% | $4,139-8.8% |
| Admin fee / account holder | $43,799 | $9,013+385.9% | $12,098+262.0% | $7,234+505.4% |