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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 | $86,949-64.9% | $102,460-70.2% | $80,959-62.3% |
| Participation rate | 36.1% | 72.4%-36.3pp | 76.5%-40.4pp | 67.7%-31.6pp |
| Annual return | 5.28% | 18.89%-13.6pp | 29.47%-24.2pp | 35.67%-30.4pp |
| Employer contribution / active EE | $479 | $2,370-79.8% | $3,025-84.2% | $2,757-82.6% |
| Participant deferral / active EE | $1,915 | $4,121-53.5% | $5,056-62.1% | $4,300-55.5% |
| Admin fee / account holder | $17,059 | $8,048+112.0% | $9,460+80.3% | $6,925+146.3% |