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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 | $54,721 | $217,432-74.8% | $185,849-70.6% | $167,536-67.3% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | -1.25% | 148.42%-149.7pp | 122.10%-123.3pp | 478.82%-480.1pp |
| Employer contribution / active EE | $540 | $5,875-90.8% | $5,169-89.6% | $4,839-88.8% |
| Participant deferral / active EE | $8,965 | $6,357+41.0% | $5,569+61.0% | $6,342+41.4% |
| Admin fee / account holder | $4,983 | $19,818-74.9% | $16,244-69.3% | $12,315-59.5% |