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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 | $54,995 | $54,679+0.6% | $76,119-27.8% | $74,459-26.1% |
| Participation rate | 43.5% | 60.3%-16.9pp | 69.1%-25.6pp | 67.2%-23.7pp |
| Annual return | 9.43% | 31.90%-22.5pp | 361.25%-351.8pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $286 | $1,781-83.9% | $2,693-89.4% | $2,626-89.1% |
| Participant deferral / active EE | $2,249 | $3,072-26.8% | $4,259-47.2% | $4,350-48.3% |
| Admin fee / account holder | $10,638 | $2,238+375.3% | $6,421+65.7% | $1,945+447.0% |