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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 | $22,717 | $76,551-70.3% | $123,894-81.7% | $62,881-63.9% |
| Participation rate | 51.9% | 73.0%-21.1pp | 81.4%-29.5pp | 69.3%-17.4pp |
| Annual return | 5.51% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $420 | $2,882-85.4% | $4,617-90.9% | $2,281-81.6% |
| Participant deferral / active EE | $3,174 | $4,840-34.4% | $5,984-47.0% | $3,203-0.9% |
| Admin fee / account holder | $5,250 | $4,826+8.8% | $8,357-37.2% | $4,296+22.2% |