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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 | $55,446-33.1% | $155,574-76.2% | $74,429-50.2% |
| Participation rate | 27.0% | 61.9%-34.9pp | 78.2%-51.2pp | 67.2%-40.2pp |
| Annual return | 9.94% | 269.20%-259.3pp | 64.87%-54.9pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $196 | $2,266-91.4% | $4,676-95.8% | $2,625-92.5% |
| Participant deferral / active EE | $888 | $2,836-68.7% | $5,629-84.2% | $4,348-79.6% |
| Admin fee / account holder | $6,169 | $1,743+253.9% | $15,914-61.2% | $1,944+217.3% |