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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 | $41,031 | $55,930-26.6% | $76,089-46.1% | $80,925-49.3% |
| Participation rate | 43.9% | 62.1%-18.2pp | 69.1%-25.2pp | 67.7%-23.8pp |
| Annual return | 8.67% | 20.58%-11.9pp | 360.94%-352.3pp | 35.65%-27.0pp |
| Employer contribution / active EE | $312 | $1,866-83.3% | $2,690-88.4% | $2,756-88.7% |
| Participant deferral / active EE | $1,644 | $3,051-46.1% | $4,259-61.4% | $4,299-61.7% |
| Admin fee / account holder | $12,678 | $5,241+141.9% | $6,418+97.5% | $6,940+82.7% |