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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 | $35,164 | $183,592-80.8% | $155,574-77.4% | $145,877-75.9% |
| Participation rate | 21.4% | 82.7%-61.3pp | 78.2%-56.8pp | 80.3%-58.9pp |
| Annual return | 3.18% | 61.37%-58.2pp | 64.87%-61.7pp | 551.28%-548.1pp |
| Employer contribution / active EE | $1,030 | $5,317-80.6% | $4,676-78.0% | $4,663-77.9% |
| Participant deferral / active EE | $1,934 | $6,466-70.1% | $5,629-65.6% | $6,691-71.1% |
| Admin fee / account holder | $79,289 | $19,316+310.5% | $15,914+398.2% | $13,402+491.6% |