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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 | $36,031 | $55,470-35.0% | $155,556-76.8% | $74,478-51.6% |
| Participation rate | 15.7% | 61.9%-46.2pp | 78.2%-62.5pp | 67.2%-51.5pp |
| Annual return | 10.41% | 269.80%-259.4pp | 64.84%-54.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $293 | $2,267-87.1% | $4,675-93.7% | $2,626-88.9% |
| Participant deferral / active EE | $891 | $2,838-68.6% | $5,631-84.2% | $4,350-79.5% |
| Admin fee / account holder | $6,441 | $1,744+269.3% | $15,885-59.4% | $1,946+231.0% |