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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 | $64,731 | $56,640+14.3% | $78,002-17.0% | $55,167+17.3% |
| Participation rate | 23.8% | 73.3%-49.6pp | 75.5%-51.8pp | 69.0%-45.2pp |
| Annual return | 5.17% | 2868.48%-2863.3pp | 425.99%-420.8pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,522 | $2,778-45.2% | $3,497-56.5% | $3,054-50.2% |
| Admin fee / account holder | $612 | $467+31.1% | $5,481-88.8% | $504+21.4% |