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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 | $42,982 | $117,846-63.5% | $102,434-58.0% | $145,884-70.5% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.1pp | 80.3%-34.8pp |
| Annual return | 3.04% | 31.90%-28.9pp | 29.46%-26.4pp | 551.85%-548.8pp |
| Employer contribution / active EE | $739 | $3,615-79.5% | $3,023-75.5% | $4,662-84.1% |
| Participant deferral / active EE | $4,444 | $5,733-22.5% | $5,055-12.1% | $6,690-33.6% |
| Admin fee / account holder | $3,081 | $13,356-76.9% | $9,462-67.4% | $13,392-77.0% |