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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 | $32,332 | $58,726-44.9% | $142,898-77.4% | $85,847-62.3% |
| Participation rate | 63.2% | 58.5%+4.7pp | 72.0%-8.8pp | 69.3%-6.2pp |
| Annual return | 9.80% | 27.73%-17.9pp | 5639.64%-5629.8pp | 318.61%-308.8pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,865 | $2,609-28.5% | $3,838-51.4% | $3,952-52.8% |
| Admin fee / account holder | $2,515 | $4,234-40.6% | $6,560-61.7% | $6,261-59.8% |