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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 | $44,252 | $53,128-16.7% | $86,582-48.9% | $70,126-36.9% |
| Participation rate | 31.3% | 65.3%-34.1pp | 73.5%-42.3pp | 69.5%-38.3pp |
| Annual return | 11.89% | 27.66%-15.8pp | 965.08%-953.2pp | 73.15%-61.3pp |
| Employer contribution / active EE | $217 | $2,068-89.5% | $2,839-92.4% | $2,343-90.7% |
| Participant deferral / active EE | $4,144 | $2,695+53.8% | $3,609+14.8% | $3,332+24.4% |
| Admin fee / account holder | $1,140 | $3,584-68.2% | $4,904-76.8% | $4,645-75.5% |