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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 | $42,058 | $48,284-12.9% | $67,524-37.7% | $80,911-48.0% |
| Participation rate | 53.8% | 66.4%-12.6pp | 72.9%-19.1pp | 67.6%-13.8pp |
| Annual return | 6.71% | 18.27%-11.6pp | 3519.41%-3512.7pp | 35.63%-28.9pp |
| Employer contribution / active EE | $283 | $2,021-86.0% | $2,734-89.6% | $2,756-89.7% |
| Participant deferral / active EE | $2,740 | $2,927-6.4% | $4,001-31.5% | $4,297-36.2% |
| Admin fee / account holder | $21,532 | $3,688+483.8% | $4,001+438.2% | $6,935+210.5% |