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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 | $30,648 | $29,525+3.8% | $56,033-45.3% | $77,736-60.6% |
| Participation rate | 15.7% | 32.7%-17.0pp | 52.5%-36.8pp | 70.6%-54.9pp |
| Annual return | 8.03% | 18.90%-10.9pp | 1711.38%-1703.3pp | 31.26%-23.2pp |
| Employer contribution / active EE | $51 | $569-91.0% | $1,041-95.1% | $2,728-98.1% |
| Participant deferral / active EE | $308 | $1,062-71.0% | $1,954-84.3% | $4,651-93.4% |
| Admin fee / account holder | $1,603 | $1,040+54.1% | $2,827-43.3% | $433+269.8% |