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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 | $61,127 | $88,117-30.6% | $164,928-62.9% | $74,400-17.8% |
| Participation rate | 56.4% | 73.1%-16.7pp | 78.6%-22.3pp | 67.2%-10.8pp |
| Annual return | 7.84% | 17.27%-9.4pp | 70.08%-62.2pp | 1367.51%-1359.7pp |
| Employer contribution / active EE | $327 | $2,596-87.4% | $4,343-92.5% | $2,624-87.5% |
| Participant deferral / active EE | $2,915 | $4,501-35.2% | $6,034-51.7% | $4,348-33.0% |
| Admin fee / account holder | $4,815 | $2,230+115.9% | $12,684-62.0% | $1,944+147.7% |