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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 | $75,914 | $78,636-3.5% | $105,607-28.1% | $74,459+2.0% |
| Participation rate | 46.5% | 72.8%-26.3pp | 75.3%-28.8pp | 67.2%-20.8pp |
| Annual return | 3.32% | 15.96%-12.6pp | 116.11%-112.8pp | 1369.70%-1366.4pp |
| Employer contribution / active EE | $581 | $2,523-77.0% | $3,167-81.6% | $2,626-77.9% |
| Participant deferral / active EE | $3,178 | $4,322-26.5% | $5,011-36.6% | $4,350-26.9% |
| Admin fee / account holder | $17,850 | $2,220+704.0% | $10,958+62.9% | $1,945+817.9% |