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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 | $31,388 | $109,967-71.5% | $97,197-67.7% | $145,877-78.5% |
| Participation rate | 68.8% | 76.0%-7.2pp | 72.7%-3.9pp | 80.3%-11.6pp |
| Annual return | 4.92% | 244.27%-239.4pp | 75.47%-70.6pp | 551.28%-546.4pp |
| Employer contribution / active EE | $285 | $3,077-90.7% | $2,723-89.5% | $4,663-93.9% |
| Participant deferral / active EE | $2,773 | $4,676-40.7% | $4,263-35.0% | $6,691-58.5% |
| Admin fee / account holder | $1,809 | $6,199-70.8% | $5,637-67.9% | $13,402-86.5% |