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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 | $69,084 | $79,223-12.8% | $102,460-32.6% | $74,478-7.2% |
| Participation rate | 43.2% | 74.8%-31.6pp | 76.5%-33.3pp | 67.2%-24.0pp |
| Annual return | 10.19% | 54.98%-44.8pp | 29.47%-19.3pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $596 | $2,363-74.8% | $3,025-80.3% | $2,626-77.3% |
| Participant deferral / active EE | $2,235 | $4,417-49.4% | $5,056-55.8% | $4,350-48.6% |
| Admin fee / account holder | $1,636 | $2,003-18.3% | $9,460-82.7% | $1,946-15.9% |