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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 | $58,460 | $78,682-25.7% | $109,188-46.5% | $85,851-31.9% |
| Participation rate | 41.9% | 68.3%-26.4pp | 75.9%-34.0pp | 69.3%-27.5pp |
| Annual return | 8.62% | 25.09%-16.5pp | 25.76%-17.1pp | 318.63%-310.0pp |
| Employer contribution / active EE | $491 | $2,734-82.0% | $3,723-86.8% | $2,565-80.9% |
| Participant deferral / active EE | $2,284 | $3,468-34.1% | $4,654-50.9% | $3,952-42.2% |
| Admin fee / account holder | $3,219 | $5,470-41.1% | $6,755-52.3% | $6,261-48.6% |