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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 | $52,494 | $81,358-35.5% | $155,556-66.3% | $80,959-35.2% |
| Participation rate | 6.9% | 66.3%-59.4pp | 78.2%-71.3pp | 67.7%-60.8pp |
| Annual return | 6.44% | 33.39%-26.9pp | 64.84%-58.4pp | 35.67%-29.2pp |
| Employer contribution / active EE | $40 | $3,106-98.7% | $4,675-99.1% | $2,757-98.5% |
| Participant deferral / active EE | $1,281 | $3,455-62.9% | $5,631-77.2% | $4,300-70.2% |
| Admin fee / account holder | $1,505 | $7,994-81.2% | $15,885-90.5% | $6,925-78.3% |