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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 | $38,078 | $106,005-64.1% | $92,239-58.7% | $147,585-74.2% |
| Participation rate | 56.3% | 80.4%-24.2pp | 76.5%-20.2pp | 82.8%-26.6pp |
| Annual return | 8.59% | 50.05%-41.5pp | 176.29%-167.7pp | 578.58%-570.0pp |
| Employer contribution / active EE | $576 | $4,333-86.7% | $3,680-84.3% | $4,876-88.2% |
| Participant deferral / active EE | $3,715 | $4,478-17.0% | $3,897-4.7% | $5,439-31.7% |
| Admin fee / account holder | $5,923 | $6,333-6.5% | $5,194+14.0% | $10,886-45.6% |