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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 | $35,792 | $71,197-49.7% | $93,669-61.8% | $80,925-55.8% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.7%-34.3pp |
| Annual return | 4.44% | 11.27%-6.8pp | 133.59%-129.1pp | 35.65%-31.2pp |
| Employer contribution / active EE | $366 | $1,565-76.6% | $2,424-84.9% | $2,756-86.7% |
| Participant deferral / active EE | $1,354 | $4,036-66.5% | $4,416-69.3% | $4,299-68.5% |
| Admin fee / account holder | $27,484 | $6,959+295.0% | $8,291+231.5% | $6,940+296.0% |