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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 | $15,568 | $111,785-86.1% | $93,669-83.4% | $145,877-89.3% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 6.55% | 203.79%-197.2pp | 133.59%-127.0pp | 551.28%-544.7pp |
| Employer contribution / active EE | $518 | $3,096-83.3% | $2,424-78.6% | $4,663-88.9% |
| Participant deferral / active EE | $1,662 | $4,919-66.2% | $4,416-62.4% | $6,691-75.2% |
| Admin fee / account holder | $8,448 | $10,256-17.6% | $8,291+1.9% | $13,402-37.0% |