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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 | $67,106 | $102,382-34.5% | $147,005-54.4% | $80,874-17.0% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 10.03% | 134.89%-124.9pp | 418.76%-408.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $556 | $3,715-85.0% | $4,934-88.7% | $2,756-79.8% |
| Participant deferral / active EE | $5,097 | $6,646-23.3% | $8,070-36.8% | $4,297+18.6% |
| Admin fee / account holder | $14,617 | $7,942+84.0% | $13,006+12.4% | $6,935+110.8% |