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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 | $61,718 | $95,453-35.3% | $112,040-44.9% | $82,448-25.1% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.5%-33.6pp | 68.1%-25.2pp |
| Annual return | 7.62% | 23.92%-16.3pp | 24.52%-16.9pp | 41.64%-34.0pp |
| Employer contribution / active EE | $327 | $2,318-85.9% | $2,954-88.9% | $2,551-87.2% |
| Participant deferral / active EE | $2,209 | $4,224-47.7% | $5,098-56.7% | $4,139-46.6% |
| Admin fee / account holder | $1,592 | $9,013-82.3% | $12,098-86.8% | $7,234-78.0% |