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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 | $50,729 | $37,446+35.5% | $77,552-34.6% | $79,856-36.5% |
| Participation rate | 22.5% | 41.5%-19.0pp | 54.2%-31.7pp | 69.6%-47.1pp |
| Annual return | 9.49% | 39.76%-30.3pp | 54.82%-45.3pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $358 | $1,261-71.6% | $1,861-80.8% | $3,741-90.4% |
| Admin fee / account holder | $1,195 | $2,506-52.3% | $2,859-58.2% | $5,306-77.5% |