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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 | $42,952 | $78,027-45.0% | $178,528-75.9% | $80,925-46.9% |
| Participation rate | 22.0% | 65.7%-43.7pp | 77.1%-55.1pp | 67.7%-45.7pp |
| Annual return | 10.09% | 18.09%-8.0pp | 27.11%-17.0pp | 35.65%-25.6pp |
| Employer contribution / active EE | $429 | $2,281-81.2% | $3,950-89.1% | $2,756-84.4% |
| Participant deferral / active EE | $1,473 | $4,408-66.6% | $6,278-76.5% | $4,299-65.7% |
| Admin fee / account holder | $2,066 | $7,168-71.2% | $10,419-80.2% | $6,940-70.2% |