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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 | $37,405 | $51,769-27.7% | $57,356-34.8% | $52,331-28.5% |
| Participation rate | 64.4% | 75.2%-10.8pp | 75.1%-10.7pp | 68.1%-3.7pp |
| Annual return | -1.25% | 2.43%-3.7pp | 24.41%-25.7pp | 4.54%-5.8pp |
| Employer contribution / active EE | $529 | $2,335-77.4% | $2,689-80.3% | $1,882-71.9% |
| Participant deferral / active EE | $3,220 | $2,794+15.3% | $3,162+1.8% | $3,022+6.6% |
| Admin fee / account holder | $392 | $295+32.9% | $3,357-88.3% | $592-33.8% |