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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 | $65,229 | $81,208-19.7% | $98,920-34.1% | $79,852-18.3% |
| Participation rate | 56.8% | 72.5%-15.7pp | 76.0%-19.2pp | 69.6%-12.8pp |
| Annual return | 7.69% | 60.99%-53.3pp | 196.47%-188.8pp | 31.72%-24.0pp |
| Employer contribution / active EE | $40 | $1,960-98.0% | $2,689-98.5% | $2,471-98.4% |
| Participant deferral / active EE | $5,132 | $3,265+57.2% | $4,245+20.9% | $3,740+37.2% |
| Admin fee / account holder | $32,824 | $6,013+445.9% | $6,643+394.1% | $5,306+518.6% |