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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 | $44,085 | $58,258-24.3% | $81,820-46.1% | $80,925-45.5% |
| Participation rate | 35.2% | 63.5%-28.3pp | 72.4%-37.2pp | 67.7%-32.5pp |
| Annual return | 9.48% | 41.76%-32.3pp | 777.93%-768.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $5 | $2,345-99.8% | $2,915-99.8% | $2,756-99.8% |
| Participant deferral / active EE | $3,347 | $3,284+1.9% | $4,323-22.6% | $4,299-22.1% |
| Admin fee / account holder | $13,676 | $4,976+174.8% | $7,391+85.0% | $6,940+97.1% |