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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 | $46,296 | $58,258-20.5% | $81,820-43.4% | $80,925-42.8% |
| Participation rate | 31.3% | 63.5%-32.1pp | 72.4%-41.1pp | 67.7%-36.3pp |
| Annual return | 10.07% | 41.76%-31.7pp | 777.93%-767.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $269 | $2,345-88.5% | $2,915-90.8% | $2,756-90.3% |
| Participant deferral / active EE | $1,634 | $3,284-50.2% | $4,323-62.2% | $4,299-62.0% |
| Admin fee / account holder | $732 | $4,976-85.3% | $7,391-90.1% | $6,940-89.5% |