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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 | $45,954 | $155,555-70.5% | $146,866-68.7% | $155,188-70.4% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.5%-38.1pp | 80.8%-36.4pp |
| Annual return | 8.81% | 115.41%-106.6pp | 102.85%-94.0pp | 148.84%-140.0pp |
| Employer contribution / active EE | $724 | $4,647-84.4% | $4,425-83.6% | $4,248-82.9% |
| Participant deferral / active EE | $3,167 | $8,044-60.6% | $7,759-59.2% | $6,531-51.5% |
| Admin fee / account holder | $54,517 | $14,755+269.5% | $13,620+300.3% | $14,480+276.5% |