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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 | $51,607 | $25,014+106.3% | $69,611-25.9% | $80,925-36.2% |
| Participation rate | 35.3% | 64.2%-28.9pp | 66.4%-31.1pp | 67.7%-32.4pp |
| Annual return | 10.58% | 19.08%-8.5pp | 101.14%-90.6pp | 35.65%-25.1pp |
| Employer contribution / active EE | $189 | $991-80.9% | $1,709-88.9% | $2,756-93.1% |
| Participant deferral / active EE | $835 | $1,840-54.6% | $2,891-71.1% | $4,299-80.6% |
| Admin fee / account holder | $8,666 | $2,491+247.9% | $4,696+84.6% | $6,940+24.9% |