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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 | $63,309 | $99,994-36.7% | $146,647-56.8% | $85,851-26.3% |
| Participation rate | 57.5% | 73.1%-15.6pp | 80.1%-22.6pp | 69.3%-11.8pp |
| Annual return | 10.77% | 18.93%-8.2pp | 22.75%-12.0pp | 318.63%-307.9pp |
| Employer contribution / active EE | $622 | $2,559-75.7% | $4,137-85.0% | $2,565-75.7% |
| Participant deferral / active EE | $2,490 | $4,006-37.8% | $5,506-54.8% | $3,952-37.0% |
| Admin fee / account holder | $1,940 | $7,703-74.8% | $10,281-81.1% | $6,261-69.0% |