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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 | $45,509 | $139,948-67.5% | $121,663-62.6% | $154,746-70.6% |
| Participation rate | 44.4% | 78.0%-33.6pp | 74.5%-30.0pp | 80.7%-36.3pp |
| Annual return | 3.12% | 230.52%-227.4pp | 147.54%-144.4pp | 172.34%-169.2pp |
| Employer contribution / active EE | $200 | $3,521-94.3% | $3,020-93.4% | $4,379-95.4% |
| Participant deferral / active EE | $2,003 | $5,629-64.4% | $4,887-59.0% | $6,730-70.2% |
| Admin fee / account holder | $13,220 | $17,321-23.7% | $14,289-7.5% | $14,365-8.0% |