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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 | $52,155 | $54,674-4.6% | $76,089-31.5% | $74,429-29.9% |
| Participation rate | 44.4% | 60.3%-16.0pp | 69.1%-24.7pp | 67.2%-22.8pp |
| Annual return | 10.14% | 31.89%-21.7pp | 360.94%-350.8pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $328 | $1,781-81.6% | $2,690-87.8% | $2,625-87.5% |
| Participant deferral / active EE | $2,299 | $3,071-25.1% | $4,259-46.0% | $4,348-47.1% |
| Admin fee / account holder | $1,984 | $2,238-11.3% | $6,418-69.1% | $1,944+2.1% |