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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 | $23,353 | $81,358-71.3% | $155,556-85.0% | $80,959-71.2% |
| Participation rate | 31.7% | 66.3%-34.5pp | 78.2%-46.5pp | 67.7%-35.9pp |
| Annual return | 9.37% | 33.39%-24.0pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $329 | $3,106-89.4% | $4,675-93.0% | $2,757-88.1% |
| Participant deferral / active EE | $1,171 | $3,455-66.1% | $5,631-79.2% | $4,300-72.8% |
| Admin fee / account holder | $12,842 | $7,994+60.7% | $15,885-19.2% | $6,925+85.4% |