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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 | $16,069 | $110,337-85.4% | $102,383-84.3% | $145,877-89.0% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 8.03% | 24.83%-16.8pp | 24.94%-16.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $763 | $4,216-81.9% | $3,870-80.3% | $4,663-83.6% |
| Participant deferral / active EE | $1,639 | $5,621-70.8% | $5,060-67.6% | $6,691-75.5% |
| Admin fee / account holder | $436 | $9,750-95.5% | $8,391-94.8% | $13,402-96.7% |