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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 | $34,104 | $52,507-35.0% | $129,406-73.6% | $74,478-54.2% |
| Participation rate | 35.2% | 53.9%-18.7pp | 69.6%-34.5pp | 67.2%-32.0pp |
| Annual return | 9.95% | 15.64%-5.7pp | 9468.18%-9458.2pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $170 | $1,534-88.9% | $4,155-95.9% | $2,626-93.5% |
| Participant deferral / active EE | $1,482 | $2,801-47.1% | $4,167-64.4% | $4,350-65.9% |
| Admin fee / account holder | $10,817 | $2,639+309.9% | $7,689+40.7% | $1,946+455.9% |