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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 | $71,853 | $78,027-7.9% | $178,528-59.8% | $80,925-11.2% |
| Participation rate | 39.0% | 65.7%-26.6pp | 77.1%-38.1pp | 67.7%-28.6pp |
| Annual return | 5.66% | 18.09%-12.4pp | 27.11%-21.4pp | 35.65%-30.0pp |
| Employer contribution / active EE | $128 | $2,281-94.4% | $3,950-96.8% | $2,756-95.4% |
| Participant deferral / active EE | $1,693 | $4,408-61.6% | $6,278-73.0% | $4,299-60.6% |
| Admin fee / account holder | $16,933 | $7,168+136.2% | $10,419+62.5% | $6,940+144.0% |