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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 | $39,193 | $63,342-38.1% | $92,236-57.5% | $70,131-44.1% |
| Participation rate | 50.5% | 68.7%-18.1pp | 76.5%-25.9pp | 69.5%-19.0pp |
| Annual return | 11.12% | 530.15%-519.0pp | 176.29%-165.2pp | 73.14%-62.0pp |
| Employer contribution / active EE | $257 | $2,471-89.6% | $3,679-93.0% | $2,342-89.0% |
| Participant deferral / active EE | $1,339 | $2,854-53.1% | $3,897-65.6% | $3,332-59.8% |
| Admin fee / account holder | $15,431 | $3,840+301.8% | $5,194+197.1% | $4,645+232.2% |