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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 | $47,828 | $25,014+91.2% | $69,632-31.3% | $80,959-40.9% |
| Participation rate | 58.8% | 64.2%-5.4pp | 66.4%-7.6pp | 67.7%-8.8pp |
| Annual return | 11.26% | 19.08%-7.8pp | 101.32%-90.1pp | 35.67%-24.4pp |
| Employer contribution / active EE | $137 | $991-86.2% | $1,708-92.0% | $2,757-95.0% |
| Participant deferral / active EE | $1,123 | $1,840-39.0% | $2,889-61.1% | $4,300-73.9% |
| Admin fee / account holder | $9,659 | $2,491+287.8% | $4,695+105.7% | $6,925+39.5% |