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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 | $60,123 | $45,126+33.2% | $85,187-29.4% | $74,459-19.3% |
| Participation rate | 25.1% | 49.4%-24.2pp | 67.5%-42.4pp | 67.2%-42.1pp |
| Annual return | 10.59% | 26.30%-15.7pp | 66.67%-56.1pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $207 | $1,460-85.8% | $2,732-92.4% | $2,626-92.1% |
| Participant deferral / active EE | $2,057 | $2,738-24.9% | $4,525-54.5% | $4,350-52.7% |
| Admin fee / account holder | $25,915 | $2,212+1071.7% | $6,162+320.6% | $1,945+1232.6% |