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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 | $37,076 | $55,472-33.2% | $155,567-76.2% | $74,546-50.3% |
| Participation rate | 27.0% | 61.9%-34.9pp | 78.2%-51.2pp | 67.2%-40.2pp |
| Annual return | 9.94% | 268.72%-258.8pp | 64.74%-54.8pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $196 | $2,269-91.4% | $4,674-95.8% | $2,624-92.5% |
| Participant deferral / active EE | $888 | $2,838-68.7% | $5,628-84.2% | $4,347-79.6% |
| Admin fee / account holder | $6,169 | $1,743+254.0% | $15,916-61.2% | $1,944+217.4% |