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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 | $37,974 | $52,450-27.6% | $129,397-70.7% | $74,429-49.0% |
| Participation rate | 27.3% | 53.8%-26.6pp | 69.6%-42.3pp | 67.2%-39.9pp |
| Annual return | 10.34% | 15.65%-5.3pp | 9453.98%-9443.6pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $295 | $1,532-80.7% | $4,154-92.9% | $2,625-88.8% |
| Participant deferral / active EE | $985 | $2,797-64.8% | $4,167-76.4% | $4,348-77.3% |
| Admin fee / account holder | $8,018 | $2,636+204.2% | $7,679+4.4% | $1,944+312.4% |