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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 | $29,870 | $81,276-63.2% | $155,574-80.8% | $80,925-63.1% |
| Participation rate | 38.6% | 66.2%-27.7pp | 78.2%-39.6pp | 67.7%-29.1pp |
| Annual return | 7.97% | 33.36%-25.4pp | 64.87%-56.9pp | 35.65%-27.7pp |
| Employer contribution / active EE | $376 | $3,103-87.9% | $4,676-91.9% | $2,756-86.3% |
| Participant deferral / active EE | $1,226 | $3,453-64.5% | $5,629-78.2% | $4,299-71.5% |
| Admin fee / account holder | $10,437 | $7,993+30.6% | $15,914-34.4% | $6,940+50.4% |