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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 | $29,306 | $81,476-64.0% | $102,383-71.4% | $80,925-63.8% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 9.94% | 25.59%-15.7pp | 24.94%-15.0pp | 35.65%-25.7pp |
| Employer contribution / active EE | $305 | $3,105-90.2% | $3,870-92.1% | $2,756-88.9% |
| Participant deferral / active EE | $1,605 | $3,871-58.5% | $5,060-68.3% | $4,299-62.7% |
| Admin fee / account holder | $2,251 | $6,717-66.5% | $8,391-73.2% | $6,940-67.6% |