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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 | $47,725 | $51,222-6.8% | $70,544-32.3% | $75,173-36.5% |
| Participation rate | 14.3% | 61.0%-46.7pp | 68.4%-54.1pp | 67.2%-52.9pp |
| Annual return | 3.91% | 30.06%-26.2pp | 32.79%-28.9pp | 160.72%-156.8pp |
| Employer contribution / active EE | $205 | $1,827-88.8% | $2,976-93.1% | $2,671-92.3% |
| Participant deferral / active EE | $929 | $2,850-67.4% | $4,568-79.7% | $4,126-77.5% |
| Admin fee / account holder | $49,486 | $4,096+1108.3% | $6,427+670.0% | $5,651+775.8% |