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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 | $23,719 | $61,605-61.5% | $112,236-78.9% | $75,173-68.4% |
| Participation rate | 51.2% | 61.7%-10.5pp | 72.4%-21.3pp | 67.2%-16.0pp |
| Annual return | 8.93% | 28.47%-19.5pp | 30.20%-21.3pp | 160.65%-151.7pp |
| Employer contribution / active EE | $258 | $2,015-87.2% | $3,431-92.5% | $2,670-90.3% |
| Participant deferral / active EE | $1,791 | $3,108-42.4% | $4,799-62.7% | $4,126-56.6% |
| Admin fee / account holder | $2,443 | $4,862-49.8% | $7,749-68.5% | $5,651-56.8% |