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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 | $51,049 | $101,653-49.8% | $147,080-65.3% | $74,459-31.4% |
| Participation rate | 25.0% | 75.6%-50.6pp | 82.2%-57.2pp | 67.2%-42.2pp |
| Annual return | 11.71% | 8754.98%-8743.3pp | 420.17%-408.5pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $392 | $3,813-89.7% | $4,933-92.1% | $2,626-85.1% |
| Participant deferral / active EE | $4,323 | $7,304-40.8% | $8,066-46.4% | $4,350-0.6% |
| Admin fee / account holder | $14,072 | $1,752+703.4% | $12,989+8.3% | $1,945+623.6% |