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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 | $76,016 | $102,429-25.8% | $147,096-48.3% | $80,925-6.1% |
| Participation rate | 34.6% | 75.9%-41.3pp | 82.2%-47.6pp | 67.7%-33.1pp |
| Annual return | 9.34% | 135.02%-125.7pp | 419.75%-410.4pp | 35.65%-26.3pp |
| Employer contribution / active EE | $845 | $3,716-77.3% | $4,936-82.9% | $2,756-69.3% |
| Participant deferral / active EE | $2,774 | $6,649-58.3% | $8,071-65.6% | $4,299-35.5% |
| Admin fee / account holder | $16,002 | $7,957+101.1% | $13,005+23.0% | $6,940+130.6% |