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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 | $22,004 | $176,120-87.5% | $159,487-86.2% | $167,553-86.9% |
| Participation rate | 56.3% | 85.0%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 8.60% | 331.95%-323.3pp | 263.71%-255.1pp | 478.89%-470.3pp |
| Employer contribution / active EE | $537 | $5,299-89.9% | $4,831-88.9% | $4,840-88.9% |
| Participant deferral / active EE | $4,295 | $7,752-44.6% | $7,354-41.6% | $6,343-32.3% |
| Admin fee / account holder | $770 | $12,561-93.9% | $10,804-92.9% | $12,316-93.7% |