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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 | $56,828 | $87,059-34.7% | $105,608-46.2% | $80,925-29.8% |
| Participation rate | 63.0% | 70.4%-7.5pp | 75.3%-12.3pp | 67.7%-4.7pp |
| Annual return | 8.03% | 17.05%-9.0pp | 116.50%-108.5pp | 35.65%-27.6pp |
| Employer contribution / active EE | $311 | $2,396-87.0% | $3,167-90.2% | $2,756-88.7% |
| Participant deferral / active EE | $2,010 | $3,986-49.6% | $5,010-59.9% | $4,299-53.2% |
| Admin fee / account holder | $37,895 | $8,443+348.8% | $11,028+243.6% | $6,940+446.0% |