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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 | $61,624 | $58,828+4.8% | $78,002-21.0% | $62,881-2.0% |
| Participation rate | 34.5% | 71.1%-36.6pp | 75.5%-41.0pp | 69.3%-34.8pp |
| Annual return | 3.03% | 17.16%-14.1pp | 425.99%-423.0pp | 20.14%-17.1pp |
| Employer contribution / active EE | $180 | $1,672-89.3% | $2,470-92.7% | $2,281-92.1% |
| Participant deferral / active EE | $1,475 | $2,686-45.1% | $3,497-57.8% | $3,203-53.9% |
| Admin fee / account holder | $42,804 | $4,393+874.3% | $5,481+681.0% | $4,296+896.4% |