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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 | $19,367 | $154,228-87.4% | $145,433-86.7% | $137,256-85.9% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 4.29% | 74.59%-70.3pp | 66.58%-62.3pp | 220.34%-216.0pp |
| Employer contribution / active EE | $714 | $4,804-85.1% | $4,554-84.3% | $4,156-82.8% |
| Participant deferral / active EE | $11,214 | $8,216+36.5% | $7,897+42.0% | $6,407+75.0% |
| Admin fee / account holder | $127,060 | $14,344+785.8% | $13,129+867.8% | $12,270+935.5% |