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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 | $29,004 | $166,020-82.5% | $164,866-82.4% | $145,959-80.1% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 8.03% | 100.08%-92.0pp | 69.97%-61.9pp | 561.95%-553.9pp |
| Employer contribution / active EE | $744 | $5,275-85.9% | $4,343-82.9% | $4,661-84.0% |
| Participant deferral / active EE | $2,396 | $6,961-65.6% | $6,033-60.3% | $6,689-64.2% |
| Admin fee / account holder | $4,370 | $16,644-73.7% | $12,689-65.6% | $13,398-67.4% |