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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 | $39,107 | $85,171-54.1% | $172,753-77.4% | $72,976-46.4% |
| Participation rate | 42.5% | 70.1%-27.6pp | 82.6%-40.1pp | 69.5%-27.0pp |
| Annual return | 6.27% | 27.32%-21.0pp | 803.00%-796.7pp | 81.02%-74.7pp |
| Employer contribution / active EE | $373 | $3,324-88.8% | $5,144-92.7% | $2,440-84.7% |
| Participant deferral / active EE | $1,654 | $3,260-49.3% | $5,198-68.2% | $3,608-54.1% |
| Admin fee / account holder | $12,842 | $5,880+118.4% | $13,956-8.0% | $5,124+150.6% |