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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 | $25,801 | $63,342-59.3% | $92,236-72.0% | $70,131-63.2% |
| Participation rate | 59.3% | 68.7%-9.4pp | 76.5%-17.2pp | 69.5%-10.3pp |
| Annual return | 7.51% | 530.15%-522.6pp | 176.29%-168.8pp | 73.14%-65.6pp |
| Employer contribution / active EE | $301 | $2,471-87.8% | $3,679-91.8% | $2,342-87.2% |
| Participant deferral / active EE | $2,257 | $2,854-20.9% | $3,897-42.1% | $3,332-32.3% |
| Admin fee / account holder | $464 | $3,840-87.9% | $5,194-91.1% | $4,645-90.0% |