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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 | $33,070 | $160,040-79.3% | $147,096-77.5% | $145,877-77.3% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 3.98% | 98.49%-94.5pp | 419.75%-415.8pp | 551.28%-547.3pp |
| Employer contribution / active EE | $334 | $5,289-93.7% | $4,936-93.2% | $4,663-92.8% |
| Participant deferral / active EE | $3,263 | $8,429-61.3% | $8,071-59.6% | $6,691-51.2% |
| Admin fee / account holder | $1,350 | $15,050-91.0% | $13,005-89.6% | $13,402-89.9% |