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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 | $50,902 | $69,444-26.7% | $92,985-45.3% | $87,485-41.8% |
| Participation rate | 42.1% | 63.3%-21.2pp | 69.5%-27.4pp | 68.9%-26.8pp |
| Annual return | 9.21% | 23.85%-14.6pp | 27.99%-18.8pp | 26.06%-16.8pp |
| Employer contribution / active EE | $328 | $1,917-82.9% | $2,662-87.7% | $2,596-87.4% |
| Participant deferral / active EE | $2,034 | $3,364-39.5% | $4,377-53.5% | $4,274-52.4% |
| Admin fee / account holder | $4,419 | $6,137-28.0% | $9,463-53.3% | $7,775-43.2% |