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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 | $22,606 | $55,423-59.2% | $155,602-85.5% | $74,400-69.6% |
| Participation rate | 45.8% | 61.9%-16.1pp | 78.2%-32.4pp | 67.2%-21.4pp |
| Annual return | 9.52% | 269.07%-259.6pp | 64.81%-55.3pp | 1367.51%-1358.0pp |
| Employer contribution / active EE | $97 | $2,266-95.7% | $4,675-97.9% | $2,624-96.3% |
| Participant deferral / active EE | $873 | $2,835-69.2% | $5,629-84.5% | $4,348-79.9% |
| Admin fee / account holder | $965 | $1,744-44.7% | $15,923-93.9% | $1,944-50.4% |