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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 | $34,801 | $58,275-40.3% | $81,844-57.5% | $80,935-57.0% |
| Participation rate | 41.9% | 63.5%-21.6pp | 72.4%-30.5pp | 67.7%-25.8pp |
| Annual return | 8.65% | 41.82%-33.2pp | 778.87%-770.2pp | 35.66%-27.0pp |
| Employer contribution / active EE | $192 | $2,346-91.8% | $2,916-93.4% | $2,757-93.0% |
| Participant deferral / active EE | $1,171 | $3,285-64.3% | $4,323-72.9% | $4,299-72.8% |
| Admin fee / account holder | $525 | $4,749-88.9% | $7,355-92.9% | $6,924-92.4% |