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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 | $32,829 | $86,938-62.2% | $102,423-67.9% | $80,925-59.4% |
| Participation rate | 46.5% | 72.4%-25.9pp | 76.5%-30.0pp | 67.7%-21.1pp |
| Annual return | 7.97% | 18.89%-10.9pp | 29.42%-21.5pp | 35.65%-27.7pp |
| Employer contribution / active EE | $546 | $2,369-77.0% | $3,023-81.9% | $2,756-80.2% |
| Participant deferral / active EE | $2,014 | $4,120-51.1% | $5,054-60.2% | $4,299-53.2% |
| Admin fee / account holder | $8,434 | $8,053+4.7% | $9,455-10.8% | $6,940+21.5% |