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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 | $53,976 | $86,294-37.5% | $111,303-51.5% | $85,854-37.1% |
| Participation rate | 41.1% | 73.3%-32.3pp | 77.3%-36.3pp | 69.3%-28.3pp |
| Annual return | 8.28% | 19.99%-11.7pp | 54.66%-46.4pp | 318.56%-310.3pp |
| Employer contribution / active EE | $197 | $2,043-90.4% | $2,731-92.8% | $2,565-92.3% |
| Participant deferral / active EE | $2,598 | $3,641-28.6% | $4,488-42.1% | $3,952-34.3% |
| Admin fee / account holder | $1,080 | $8,189-86.8% | $7,965-86.4% | $6,260-82.8% |