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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 | $40,270 | $125,190-67.8% | $105,624-61.9% | $145,897-72.4% |
| Participation rate | 47.1% | 77.6%-30.6pp | 75.3%-28.2pp | 80.3%-33.2pp |
| Annual return | 5.99% | 225.22%-219.2pp | 116.20%-110.2pp | 552.29%-546.3pp |
| Employer contribution / active EE | $628 | $3,720-83.1% | $3,168-80.2% | $4,663-86.5% |
| Participant deferral / active EE | $3,309 | $5,716-42.1% | $5,013-34.0% | $6,689-50.5% |
| Admin fee / account holder | $9,973 | $17,138-41.8% | $10,961-9.0% | $13,390-25.5% |