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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 | $41,572 | $102,429-59.4% | $147,096-71.7% | $80,925-48.6% |
| Participation rate | 26.8% | 75.9%-49.0pp | 82.2%-55.4pp | 67.7%-40.8pp |
| Annual return | 11.29% | 135.02%-123.7pp | 419.75%-408.5pp | 35.65%-24.4pp |
| Employer contribution / active EE | $404 | $3,716-89.1% | $4,936-91.8% | $2,756-85.3% |
| Participant deferral / active EE | $5,696 | $6,649-14.3% | $8,071-29.4% | $4,299+32.5% |
| Admin fee / account holder | $9,753 | $7,957+22.6% | $13,005-25.0% | $6,940+40.5% |