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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 | $30,508 | $86,922-64.9% | $102,438-70.2% | $80,874-62.3% |
| Participation rate | 36.1% | 72.4%-36.3pp | 76.5%-40.4pp | 67.6%-31.5pp |
| Annual return | 5.28% | 18.90%-13.6pp | 29.37%-24.1pp | 35.62%-30.3pp |
| Employer contribution / active EE | $479 | $2,369-79.8% | $3,024-84.2% | $2,756-82.6% |
| Participant deferral / active EE | $1,915 | $4,119-53.5% | $5,054-62.1% | $4,297-55.4% |
| Admin fee / account holder | $17,059 | $8,050+111.9% | $9,448+80.6% | $6,935+146.0% |