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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 | $46,612 | $48,050-3.0% | $85,969-45.8% | $59,633-21.8% |
| Participation rate | 49.3% | 64.5%-15.2pp | 76.5%-27.2pp | 68.7%-19.4pp |
| Annual return | -2.84% | 0.29%-3.1pp | 9.32%-12.2pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $271 | $1,640-83.5% | $3,474-92.2% | $2,203-87.7% |
| Participant deferral / active EE | $2,148 | $2,249-4.5% | $3,829-43.9% | $3,192-32.7% |
| Admin fee / account holder | $3,150 | $3,206-1.7% | $6,053-48.0% | $4,297-26.7% |