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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 | $14,415 | $112,729-87.2% | $98,716-85.4% | $137,256-89.5% |
| Participation rate | 45.8% | 74.2%-28.4pp | 69.3%-23.5pp | 80.0%-34.1pp |
| Annual return | 7.36% | 38.48%-31.1pp | 31.81%-24.5pp | 220.34%-213.0pp |
| Employer contribution / active EE | $354 | $2,725-87.0% | $2,279-84.4% | $4,156-91.5% |
| Participant deferral / active EE | $1,296 | $4,640-72.1% | $4,048-68.0% | $6,407-79.8% |
| Admin fee / account holder | $3,984 | $10,129-60.7% | $8,703-54.2% | $12,270-67.5% |