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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 | $49,106 | $68,880-28.7% | $120,580-59.3% | $80,959-39.3% |
| Participation rate | 23.3% | 61.7%-38.4pp | 72.0%-48.6pp | 67.7%-44.3pp |
| Annual return | 7.77% | 23.68%-15.9pp | 107.48%-99.7pp | 35.67%-27.9pp |
| Employer contribution / active EE | $329 | $2,066-84.1% | $3,469-90.5% | $2,757-88.1% |
| Participant deferral / active EE | $1,205 | $3,191-62.2% | $4,995-75.9% | $4,300-72.0% |
| Admin fee / account holder | $10,645 | $5,785+84.0% | $9,418+13.0% | $6,925+53.7% |