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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 | $34,339 | $27,924+23.0% | $58,544-41.3% | $75,181-54.3% |
| Participation rate | 12.2% | 38.8%-26.6pp | 50.9%-38.6pp | 67.2%-55.0pp |
| Annual return | 12.86% | 44.20%-31.3pp | 4249.56%-4236.7pp | 160.69%-147.8pp |
| Employer contribution / active EE | $51 | $669-92.3% | $1,053-95.1% | $2,671-98.1% |
| Participant deferral / active EE | $324 | $1,202-73.0% | $1,923-83.1% | $4,126-92.1% |
| Admin fee / account holder | $7,958 | $1,726+361.0% | $2,520+215.8% | $5,650+40.9% |