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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 | $50,822 | $65,704-22.6% | $94,229-46.1% | $59,633-14.8% |
| Participation rate | 42.2% | 72.1%-30.0pp | 78.8%-36.6pp | 68.7%-26.5pp |
| Annual return | -3.66% | 5.22%-8.9pp | 10.68%-14.3pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $257 | $2,021-87.3% | $3,587-92.8% | $2,203-88.3% |
| Participant deferral / active EE | $1,989 | $3,143-36.7% | $4,320-54.0% | $3,192-37.7% |
| Admin fee / account holder | $4,886 | $4,265+14.6% | $6,269-22.1% | $4,297+13.7% |