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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 | $67,823 | $78,682-13.8% | $109,188-37.9% | $85,851-21.0% |
| Participation rate | 45.0% | 68.3%-23.3pp | 75.9%-30.9pp | 69.3%-24.3pp |
| Annual return | 9.18% | 25.09%-15.9pp | 25.76%-16.6pp | 318.63%-309.5pp |
| Employer contribution / active EE | $486 | $2,734-82.2% | $3,723-86.9% | $2,565-81.1% |
| Participant deferral / active EE | $3,022 | $3,468-12.8% | $4,654-35.1% | $3,952-23.5% |
| Admin fee / account holder | $26,767 | $5,470+389.4% | $6,755+296.2% | $6,261+327.5% |