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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 | $35,549 | $108,825-67.3% | $156,181-77.2% | $82,448-56.9% |
| Participation rate | 56.7% | 72.4%-15.7pp | 78.8%-22.2pp | 68.1%-11.4pp |
| Annual return | 11.75% | 20.59%-8.8pp | 64.87%-53.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $287 | $2,870-90.0% | $4,294-93.3% | $2,551-88.8% |
| Participant deferral / active EE | $1,992 | $4,577-56.5% | $6,132-67.5% | $4,139-51.9% |
| Admin fee / account holder | $15,184 | $9,341+62.6% | $14,586+4.1% | $7,234+109.9% |