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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 | $35,745 | $162,821-78.0% | $133,978-73.3% | $158,982-77.5% |
| Participation rate | 25.0% | 83.2%-58.2pp | 79.8%-54.8pp | 82.0%-57.0pp |
| Annual return | 4.42% | 41.95%-37.5pp | 45.10%-40.7pp | 302.99%-298.6pp |
| Employer contribution / active EE | $358 | $4,976-92.8% | $3,919-90.9% | $4,763-92.5% |
| Participant deferral / active EE | $1,801 | $5,910-69.5% | $5,047-64.3% | $5,983-69.9% |
| Admin fee / account holder | $10,808 | $11,742-8.0% | $8,930+21.0% | $11,252-3.9% |