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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 | $25,901 | $88,996-70.9% | $78,004-66.8% | $138,895-81.4% |
| Participation rate | 47.8% | 74.4%-26.5pp | 69.4%-21.6pp | 79.9%-32.1pp |
| Annual return | 6.10% | 28.03%-21.9pp | 31.07%-25.0pp | 145.39%-139.3pp |
| Employer contribution / active EE | $513 | $2,917-82.4% | $2,469-79.2% | $4,194-87.8% |
| Participant deferral / active EE | $2,188 | $4,724-53.7% | $4,092-46.5% | $6,396-65.8% |
| Admin fee / account holder | $9,910 | $8,807+12.5% | $7,578+30.8% | $12,562-21.1% |