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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 | $61,718 | $93,345-33.9% | $119,126-48.2% | $87,485-29.5% |
| Participation rate | 52.7% | 68.7%-16.0pp | 75.8%-23.0pp | 68.9%-16.2pp |
| Annual return | 12.18% | 19.08%-6.9pp | 282.11%-269.9pp | 26.06%-13.9pp |
| Employer contribution / active EE | $657 | $3,172-79.3% | $4,034-83.7% | $2,596-74.7% |
| Participant deferral / active EE | $2,746 | $4,099-33.0% | $5,318-48.4% | $4,274-35.7% |
| Admin fee / account holder | $15,141 | $8,039+88.4% | $10,693+41.6% | $7,775+94.7% |