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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 | $50,864 | $90,397-43.7% | $76,002-33.1% | $145,959-65.2% |
| Participation rate | 69.6% | 74.5%-4.9pp | 69.1%+0.5pp | 80.3%-10.7pp |
| Annual return | 6.42% | 621.97%-615.6pp | 360.07%-353.6pp | 561.95%-555.5pp |
| Employer contribution / active EE | $336 | $3,317-89.9% | $2,688-87.5% | $4,661-92.8% |
| Participant deferral / active EE | $2,515 | $5,163-51.3% | $4,257-40.9% | $6,689-62.4% |
| Admin fee / account holder | $7,050 | $8,369-15.8% | $6,414+9.9% | $13,398-47.4% |