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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 | $42,432 | $62,166-31.7% | $81,286-47.8% | $74,429-43.0% |
| Participation rate | 52.3% | 64.1%-11.7pp | 69.5%-17.2pp | 67.2%-14.9pp |
| Annual return | 10.74% | 16.50%-5.8pp | 24.80%-14.1pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $349 | $1,881-81.4% | $2,463-85.8% | $2,625-86.7% |
| Participant deferral / active EE | $2,505 | $3,223-22.3% | $3,883-35.5% | $4,348-42.4% |
| Admin fee / account holder | $1,735 | $1,925-9.8% | $5,764-69.9% | $1,944-10.8% |