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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 | $45,358 | $78,013-41.9% | $178,449-74.6% | $80,911-43.9% |
| Participation rate | 44.1% | 65.7%-21.6pp | 77.1%-33.0pp | 67.6%-23.5pp |
| Annual return | 10.18% | 18.07%-7.9pp | 27.09%-16.9pp | 35.63%-25.5pp |
| Employer contribution / active EE | $406 | $2,287-82.3% | $3,951-89.7% | $2,756-85.3% |
| Participant deferral / active EE | $3,042 | $4,408-31.0% | $6,277-51.5% | $4,297-29.2% |
| Admin fee / account holder | $9,704 | $7,166+35.4% | $10,362-6.4% | $6,935+39.9% |