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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 | $21,686 | $117,829-81.6% | $102,423-78.8% | $145,877-85.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 7.39% | 31.83%-24.4pp | 29.42%-22.0pp | 551.28%-543.9pp |
| Employer contribution / active EE | $602 | $3,615-83.3% | $3,023-80.1% | $4,663-87.1% |
| Participant deferral / active EE | $1,769 | $5,732-69.1% | $5,054-65.0% | $6,691-73.6% |
| Admin fee / account holder | $10,880 | $13,335-18.4% | $9,455+15.1% | $13,402-18.8% |