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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 | $51,523 | $78,562-34.4% | $105,608-51.2% | $74,429-30.8% |
| Participation rate | 45.5% | 72.8%-27.3pp | 75.3%-29.8pp | 67.2%-21.8pp |
| Annual return | 10.48% | 15.94%-5.5pp | 116.50%-106.0pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $160 | $2,521-93.7% | $3,167-95.0% | $2,625-93.9% |
| Participant deferral / active EE | $2,424 | $4,321-43.9% | $5,010-51.6% | $4,348-44.3% |
| Admin fee / account holder | $6,166 | $2,217+178.2% | $11,028-44.1% | $1,944+217.2% |