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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 | $20,436 | $48,046-57.5% | $84,610-75.8% | $72,986-72.0% |
| Participation rate | 21.7% | 57.6%-35.8pp | 68.2%-46.5pp | 69.5%-47.7pp |
| Annual return | 15.47% | 37.38%-21.9pp | 258.74%-243.3pp | 81.01%-65.5pp |
| Employer contribution / active EE | $174 | $1,602-89.1% | $2,652-93.4% | $2,440-92.9% |
| Participant deferral / active EE | $1,116 | $2,680-58.3% | $3,899-71.4% | $3,607-69.1% |
| Admin fee / account holder | $24,005 | $3,395+607.2% | $4,912+388.7% | $5,124+368.5% |