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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 | $64,445 | $49,976+29.0% | $66,674-3.3% | $82,637-22.0% |
| Participation rate | 51.7% | 63.1%-11.4pp | 73.7%-21.9pp | 68.1%-16.3pp |
| Annual return | 11.87% | 39.09%-27.2pp | 321.24%-309.4pp | 53.51%-41.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,088 | $2,847-26.6% | $4,084-48.9% | $4,126-49.4% |
| Admin fee / account holder | $4,528 | $4,594-1.4% | $5,098-11.2% | $7,339-38.3% |