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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 | $25,739 | $63,342-59.4% | $92,236-72.1% | $70,131-63.3% |
| Participation rate | 51.2% | 68.7%-17.5pp | 76.5%-25.3pp | 69.5%-18.3pp |
| Annual return | 12.13% | 530.15%-518.0pp | 176.29%-164.2pp | 73.14%-61.0pp |
| Employer contribution / active EE | $156 | $2,471-93.7% | $3,679-95.7% | $2,342-93.3% |
| Participant deferral / active EE | $1,196 | $2,854-58.1% | $3,897-69.3% | $3,332-64.1% |
| Admin fee / account holder | $547 | $3,840-85.8% | $5,194-89.5% | $4,645-88.2% |