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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 | $35,819 | $210,908-83.0% | $153,643-76.7% | $145,884-75.4% |
| Participation rate | 47.4% | 82.1%-34.8pp | 77.1%-29.7pp | 80.3%-32.9pp |
| Annual return | 8.33% | 13.46%-5.1pp | 15.71%-7.4pp | 551.85%-543.5pp |
| Employer contribution / active EE | $360 | $6,055-94.0% | $5,039-92.8% | $4,662-92.3% |
| Participant deferral / active EE | $3,110 | $7,976-61.0% | $6,754-54.0% | $6,690-53.5% |
| Admin fee / account holder | $11,718 | $19,477-39.8% | $12,739-8.0% | $13,392-12.5% |