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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 | $53,657 | $102,429-47.6% | $147,096-63.5% | $80,925-33.7% |
| Participation rate | 28.6% | 75.9%-47.3pp | 82.2%-53.6pp | 67.7%-39.1pp |
| Annual return | 10.61% | 135.02%-124.4pp | 419.75%-409.1pp | 35.65%-25.0pp |
| Employer contribution / active EE | $265 | $3,716-92.9% | $4,936-94.6% | $2,756-90.4% |
| Participant deferral / active EE | $4,366 | $6,649-34.3% | $8,071-45.9% | $4,299+1.6% |
| Admin fee / account holder | $2,830 | $7,957-64.4% | $13,005-78.2% | $6,940-59.2% |