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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 | $56,383 | $50,919+10.7% | $155,556-63.8% | $77,762-27.5% |
| Participation rate | 23.3% | 63.1%-39.8pp | 78.2%-54.9pp | 70.6%-47.3pp |
| Annual return | 11.53% | 34.84%-23.3pp | 64.84%-53.3pp | 31.27%-19.7pp |
| Employer contribution / active EE | $19 | $1,991-99.0% | $4,675-99.6% | $2,728-99.3% |
| Participant deferral / active EE | $923 | $2,824-67.3% | $5,631-83.6% | $4,651-80.2% |
| Admin fee / account holder | $1,759 | $437+302.7% | $15,885-88.9% | $433+306.3% |