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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 | $55,099 | $29,670+85.7% | $56,054-1.7% | $80,911-31.9% |
| Participation rate | 17.5% | 41.7%-24.2pp | 52.5%-35.0pp | 67.6%-50.1pp |
| Annual return | 10.39% | 35.24%-24.9pp | 1705.95%-1695.6pp | 35.63%-25.2pp |
| Employer contribution / active EE | $8 | $670-98.7% | $1,039-99.2% | $2,756-99.7% |
| Participant deferral / active EE | $2,298 | $1,227+87.3% | $1,952+17.7% | $4,297-46.5% |
| Admin fee / account holder | $7,932 | $2,431+226.3% | $2,822+181.0% | $6,935+14.4% |