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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 | $101,499-49.7% | $147,005-65.3% | $74,546-31.5% |
| Participation rate | 25.0% | 75.5%-50.5pp | 82.2%-57.2pp | 67.2%-42.2pp |
| Annual return | 11.71% | 8732.34%-8720.6pp | 418.76%-407.1pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $392 | $3,811-89.7% | $4,934-92.1% | $2,624-85.1% |
| Participant deferral / active EE | $4,323 | $7,304-40.8% | $8,070-46.4% | $4,347-0.6% |
| Admin fee / account holder | $14,072 | $1,748+705.1% | $13,006+8.2% | $1,944+624.0% |