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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 | $23,203 | $55,446-58.2% | $155,574-85.1% | $74,429-68.8% |
| Participation rate | 46.1% | 61.9%-15.8pp | 78.2%-32.1pp | 67.2%-21.1pp |
| Annual return | 10.68% | 269.20%-258.5pp | 64.87%-54.2pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $210 | $2,266-90.7% | $4,676-95.5% | $2,625-92.0% |
| Participant deferral / active EE | $886 | $2,836-68.8% | $5,629-84.3% | $4,348-79.6% |
| Admin fee / account holder | $2,106 | $1,743+20.8% | $15,914-86.8% | $1,944+8.3% |