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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 | $53,474 | $79,209-32.5% | $102,434-47.8% | $74,459-28.2% |
| Participation rate | 45.3% | 74.8%-29.5pp | 76.5%-31.3pp | 67.2%-22.0pp |
| Annual return | 11.03% | 54.98%-43.9pp | 29.46%-18.4pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $142 | $2,362-94.0% | $3,023-95.3% | $2,626-94.6% |
| Participant deferral / active EE | $2,704 | $4,417-38.8% | $5,055-46.5% | $4,350-37.8% |
| Admin fee / account holder | $29,936 | $2,002+1395.5% | $9,462+216.4% | $1,945+1439.3% |