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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 | $38,582 | $81,276-52.5% | $155,574-75.2% | $80,925-52.3% |
| Participation rate | 29.4% | 66.2%-36.8pp | 78.2%-48.8pp | 67.7%-38.2pp |
| Annual return | 8.81% | 33.36%-24.6pp | 64.87%-56.1pp | 35.65%-26.8pp |
| Employer contribution / active EE | $365 | $3,103-88.2% | $4,676-92.2% | $2,756-86.8% |
| Participant deferral / active EE | $1,043 | $3,453-69.8% | $5,629-81.5% | $4,299-75.7% |
| Admin fee / account holder | $2,924 | $7,993-63.4% | $15,914-81.6% | $6,940-57.9% |