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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 | $64,076 | $78,690-18.6% | $161,489-60.3% | $87,485-26.8% |
| Participation rate | 42.9% | 67.5%-24.6pp | 78.7%-35.8pp | 68.9%-26.1pp |
| Annual return | 11.45% | 32.74%-21.3pp | 89.72%-78.3pp | 26.06%-14.6pp |
| Employer contribution / active EE | $293 | $2,588-88.7% | $4,268-93.1% | $2,596-88.7% |
| Participant deferral / active EE | $2,718 | $3,311-17.9% | $5,630-51.7% | $4,274-36.4% |
| Admin fee / account holder | $22,852 | $6,724+239.9% | $16,006+42.8% | $7,775+193.9% |