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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 | $24,716 | $52,450-52.9% | $129,384-80.9% | $74,459-66.8% |
| Participation rate | 26.6% | 53.8%-27.3pp | 69.6%-43.1pp | 67.2%-40.6pp |
| Annual return | 11.24% | 15.65%-4.4pp | 9461.77%-9450.5pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $216 | $1,532-85.9% | $4,153-94.8% | $2,626-91.8% |
| Participant deferral / active EE | $1,253 | $2,797-55.2% | $4,166-69.9% | $4,350-71.2% |
| Admin fee / account holder | $4,508 | $2,636+71.0% | $7,686-41.3% | $1,945+131.8% |