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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 | $39,807 | $82,032-51.5% | $123,106-67.7% | $59,633-33.2% |
| Participation rate | 41.5% | 83.2%-41.7pp | 86.8%-45.2pp | 68.7%-27.1pp |
| Annual return | -4.92% | 5.12%-10.0pp | 13.22%-18.1pp | 2041.40%-2046.3pp |
| Employer contribution / active EE | $711 | $3,297-78.4% | $5,151-86.2% | $2,203-67.7% |
| Participant deferral / active EE | $3,849 | $4,667-17.5% | $6,229-38.2% | $3,192+20.6% |
| Admin fee / account holder | $715 | $5,881-87.8% | $9,015-92.1% | $4,297-83.4% |