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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 | $20,236 | $54,690-63.0% | $76,030-73.4% | $74,478-72.8% |
| Participation rate | 42.1% | 60.3%-18.2pp | 69.1%-27.0pp | 67.2%-25.1pp |
| Annual return | 7.89% | 31.92%-24.0pp | 361.54%-353.6pp | 1370.56%-1362.7pp |
| Employer contribution / active EE | $189 | $1,781-89.4% | $2,688-93.0% | $2,626-92.8% |
| Participant deferral / active EE | $1,043 | $3,070-66.0% | $4,257-75.5% | $4,350-76.0% |
| Admin fee / account holder | $1,037 | $2,240-53.7% | $6,421-83.8% | $1,946-46.7% |