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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 | $78,529-3.3% | $105,591-28.1% | $74,400+2.0% |
| Participation rate | 46.5% | 72.8%-26.3pp | 75.3%-28.8pp | 67.2%-20.7pp |
| Annual return | 3.32% | 15.94%-12.6pp | 116.43%-113.1pp | 1367.51%-1364.2pp |
| Employer contribution / active EE | $581 | $2,522-77.0% | $3,166-81.6% | $2,624-77.9% |
| Participant deferral / active EE | $3,178 | $4,321-26.4% | $5,008-36.5% | $4,348-26.9% |
| Admin fee / account holder | $17,850 | $2,216+705.7% | $11,024+61.9% | $1,944+818.4% |