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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 | $55,838 | $79,223-29.5% | $102,460-45.5% | $74,478-25.0% |
| Participation rate | 58.8% | 74.8%-16.0pp | 76.5%-17.7pp | 67.2%-8.4pp |
| Annual return | 10.55% | 54.98%-44.4pp | 29.47%-18.9pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $440 | $2,363-81.4% | $3,025-85.5% | $2,626-83.3% |
| Participant deferral / active EE | $3,437 | $4,417-22.2% | $5,056-32.0% | $4,350-21.0% |
| Admin fee / account holder | $1,610 | $2,003-19.6% | $9,460-83.0% | $1,946-17.2% |