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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 | $59,097 | $132,820-55.5% | $246,988-76.1% | $132,820-55.5% |
| Participation rate | 30.0% | 74.3%-44.3pp | 81.0%-51.0pp | 74.3%-44.3pp |
| Annual return | 10.13% | 14.82%-4.7pp | -2.27%+12.4pp | 14.82%-4.7pp |
| Employer contribution / active EE | $394 | $4,144-90.5% | $5,427-92.7% | $4,144-90.5% |
| Participant deferral / active EE | $2,122 | $3,980-46.7% | $4,120-48.5% | $3,980-46.7% |
| Admin fee / account holder | $7,209 | $11,722-38.5% | $28,383-74.6% | $11,722-38.5% |