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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 | $33,206 | $154,228-78.5% | $145,433-77.2% | $137,256-75.8% |
| Participation rate | 18.2% | 83.8%-65.6pp | 82.1%-63.9pp | 80.0%-61.8pp |
| Annual return | 4.39% | 74.59%-70.2pp | 66.58%-62.2pp | 220.34%-215.9pp |
| Employer contribution / active EE | $638 | $4,804-86.7% | $4,554-86.0% | $4,156-84.6% |
| Participant deferral / active EE | $2,722 | $8,216-66.9% | $7,897-65.5% | $6,407-57.5% |
| Admin fee / account holder | $11,896 | $14,344-17.1% | $13,129-9.4% | $12,270-3.1% |