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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 | $31,929 | $106,749-70.1% | $145,433-78.0% | $82,448-61.3% |
| Participation rate | 57.7% | 75.6%-18.0pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 13.84% | 27.59%-13.8pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $619 | $3,444-82.0% | $4,554-86.4% | $2,551-75.7% |
| Participant deferral / active EE | $2,805 | $6,519-57.0% | $7,897-64.5% | $4,139-32.2% |
| Admin fee / account holder | $7,821 | $8,390-6.8% | $13,129-40.4% | $7,234+8.1% |