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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 | $33,814 | $87,132-61.2% | $105,624-68.0% | $80,959-58.2% |
| Participation rate | 44.0% | 70.4%-26.4pp | 75.3%-31.3pp | 67.7%-23.7pp |
| Annual return | 6.14% | 17.03%-10.9pp | 116.20%-110.1pp | 35.67%-29.5pp |
| Employer contribution / active EE | $505 | $2,397-78.9% | $3,168-84.0% | $2,757-81.7% |
| Participant deferral / active EE | $2,664 | $3,985-33.1% | $5,013-46.8% | $4,300-38.0% |
| Admin fee / account holder | $49,744 | $8,449+488.8% | $10,961+353.8% | $6,925+618.3% |