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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 | $44,466 | $81,331-45.3% | $155,534-71.4% | $80,935-45.1% |
| Participation rate | 53.1% | 66.3%-13.1pp | 78.2%-25.1pp | 67.7%-14.5pp |
| Annual return | 7.89% | 33.37%-25.5pp | 64.92%-57.0pp | 35.66%-27.8pp |
| Employer contribution / active EE | $221 | $3,105-92.9% | $4,675-95.3% | $2,757-92.0% |
| Participant deferral / active EE | $1,309 | $3,454-62.1% | $5,630-76.7% | $4,299-69.6% |
| Admin fee / account holder | $11,398 | $7,999+42.5% | $15,900-28.3% | $6,924+64.6% |