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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 | $34,814 | $86,294-59.7% | $111,303-68.7% | $85,854-59.5% |
| Participation rate | 59.3% | 73.3%-14.1pp | 77.3%-18.1pp | 69.3%-10.1pp |
| Annual return | 9.00% | 19.99%-11.0pp | 54.66%-45.7pp | 318.56%-309.6pp |
| Employer contribution / active EE | $373 | $2,043-81.8% | $2,731-86.3% | $2,565-85.5% |
| Participant deferral / active EE | $1,826 | $3,641-49.8% | $4,488-59.3% | $3,952-53.8% |
| Admin fee / account holder | $11,689 | $8,189+42.7% | $7,965+46.8% | $6,260+86.7% |