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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 | $49,456 | $167,362-70.4% | $143,799-65.6% | $134,532-63.2% |
| Participation rate | 26.7% | 84.8%-58.2pp | 80.3%-53.6pp | 81.2%-54.6pp |
| Annual return | -22.16% | 0.47%-22.6pp | -0.04%-22.1pp | 418.27%-440.4pp |
| Employer contribution / active EE | $610 | $5,620-89.1% | $4,952-87.7% | $4,741-87.1% |
| Participant deferral / active EE | $3,931 | $6,447-39.0% | $5,638-30.3% | $6,401-38.6% |
| Admin fee / account holder | $491 | $18,094-97.3% | $14,677-96.7% | $11,429-95.7% |