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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 | $32,025 | $51,638-38.0% | $129,406-75.3% | $80,959-60.4% |
| Participation rate | 36.8% | 56.9%-20.1pp | 69.6%-32.8pp | 67.7%-30.8pp |
| Annual return | 8.00% | 20.78%-12.8pp | 9468.18%-9460.2pp | 35.67%-27.7pp |
| Employer contribution / active EE | $153 | $1,584-90.3% | $4,155-96.3% | $2,757-94.4% |
| Participant deferral / active EE | $1,063 | $2,670-60.2% | $4,167-74.5% | $4,300-75.3% |
| Admin fee / account holder | $641 | $4,313-85.1% | $7,689-91.7% | $6,925-90.7% |