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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 | $23,759 | $48,337-50.8% | $67,560-64.8% | $80,959-70.7% |
| Participation rate | 48.4% | 66.4%-18.0pp | 72.9%-24.5pp | 67.7%-19.3pp |
| Annual return | 10.93% | 18.26%-7.3pp | 3533.50%-3522.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $337 | $2,023-83.3% | $2,737-87.7% | $2,757-87.8% |
| Participant deferral / active EE | $1,513 | $2,928-48.3% | $4,004-62.2% | $4,300-64.8% |
| Admin fee / account holder | $28,005 | $3,695+657.8% | $3,994+601.2% | $6,925+304.4% |