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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 | $62,625 | $71,197-12.0% | $93,669-33.1% | $80,925-22.6% |
| Participation rate | 21.4% | 60.4%-39.0pp | 68.7%-47.3pp | 67.7%-46.2pp |
| Annual return | 5.95% | 11.27%-5.3pp | 133.59%-127.6pp | 35.65%-29.7pp |
| Employer contribution / active EE | $124 | $1,565-92.1% | $2,424-94.9% | $2,756-95.5% |
| Participant deferral / active EE | $1,241 | $4,036-69.3% | $4,416-71.9% | $4,299-71.1% |
| Admin fee / account holder | $41,941 | $6,959+502.7% | $8,291+405.9% | $6,940+504.3% |