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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 | $56,355 | $81,358-30.7% | $155,556-63.8% | $80,959-30.4% |
| Participation rate | 56.3% | 66.3%-10.0pp | 78.2%-22.0pp | 67.7%-11.4pp |
| Annual return | 10.19% | 33.39%-23.2pp | 64.84%-54.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $342 | $3,106-89.0% | $4,675-92.7% | $2,757-87.6% |
| Participant deferral / active EE | $3,251 | $3,455-5.9% | $5,631-42.3% | $4,300-24.4% |
| Admin fee / account holder | $1,145 | $7,994-85.7% | $15,885-92.8% | $6,925-83.5% |