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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 | $26,234 | $183,539-85.7% | $155,556-83.1% | $145,897-82.0% |
| Participation rate | 56.5% | 82.7%-26.2pp | 78.2%-21.7pp | 80.3%-23.8pp |
| Annual return | 7.21% | 61.31%-54.1pp | 64.84%-57.6pp | 552.29%-545.1pp |
| Employer contribution / active EE | $615 | $5,315-88.4% | $4,675-86.8% | $4,663-86.8% |
| Participant deferral / active EE | $5,844 | $6,467-9.6% | $5,631+3.8% | $6,689-12.6% |
| Admin fee / account holder | $968 | $19,275-95.0% | $15,885-93.9% | $13,390-92.8% |