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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 | $53,128 | $51,638+2.9% | $68,368-22.3% | $82,448-35.6% |
| Participation rate | 25.0% | 63.6%-38.6pp | 73.8%-48.8pp | 68.1%-43.1pp |
| Annual return | 12.71% | 37.53%-24.8pp | 292.57%-279.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $97 | $2,047-95.3% | $2,649-96.3% | $2,551-96.2% |
| Participant deferral / active EE | $636 | $2,914-78.2% | $4,123-84.6% | $4,139-84.6% |
| Admin fee / account holder | $5,626 | $4,643+21.2% | $5,150+9.2% | $7,234-22.2% |