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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 | $24,068 | $176,077-86.3% | $159,455-84.9% | $167,518-85.6% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 0.87% | 331.83%-331.0pp | 263.63%-262.8pp | 478.71%-477.8pp |
| Employer contribution / active EE | $741 | $5,298-86.0% | $4,830-84.7% | $4,838-84.7% |
| Participant deferral / active EE | $2,627 | $7,751-66.1% | $7,353-64.3% | $6,342-58.6% |
| Admin fee / account holder | $318 | $12,556-97.5% | $10,800-97.1% | $12,312-97.4% |