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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 | $45,663 | $59,467-23.2% | $93,727-51.3% | $74,478-38.7% |
| Participation rate | 50.4% | 59.6%-9.3pp | 68.7%-18.4pp | 67.2%-16.9pp |
| Annual return | 8.88% | 82.14%-73.3pp | 133.83%-125.0pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $79 | $1,267-93.8% | $2,421-96.8% | $2,626-97.0% |
| Participant deferral / active EE | $2,982 | $3,052-2.3% | $4,417-32.5% | $4,350-31.4% |
| Admin fee / account holder | $6,845 | $3,028+126.0% | $8,292-17.4% | $1,946+251.8% |