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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 | $68,719 | $211,224-67.5% | $178,505-61.5% | $145,897-52.9% |
| Participation rate | 30.0% | 80.8%-50.8pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 6.22% | 30.28%-24.1pp | 27.16%-20.9pp | 552.29%-546.1pp |
| Employer contribution / active EE | $90 | $4,577-98.0% | $3,955-97.7% | $4,663-98.1% |
| Participant deferral / active EE | $2,716 | $6,966-61.0% | $6,280-56.8% | $6,689-59.4% |
| Admin fee / account holder | $549 | $12,109-95.5% | $10,428-94.7% | $13,390-95.9% |