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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 | $23,278 | $183,592-87.3% | $155,574-85.0% | $145,877-84.0% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 8.47% | 61.37%-52.9pp | 64.87%-56.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $958 | $5,317-82.0% | $4,676-79.5% | $4,663-79.5% |
| Participant deferral / active EE | $5,459 | $6,466-15.6% | $5,629-3.0% | $6,691-18.4% |
| Admin fee / account holder | $365 | $19,316-98.1% | $15,914-97.7% | $13,402-97.3% |