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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 | $32,460 | $183,539-82.3% | $155,556-79.1% | $145,897-77.8% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.6pp | 80.3%-33.6pp |
| Annual return | 7.99% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $667 | $5,315-87.4% | $4,675-85.7% | $4,663-85.7% |
| Participant deferral / active EE | $2,758 | $6,467-57.4% | $5,631-51.0% | $6,689-58.8% |
| Admin fee / account holder | $4,724 | $19,275-75.5% | $15,885-70.3% | $13,390-64.7% |