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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 | $57,001 | $102,382-44.3% | $147,005-61.2% | $80,874-29.5% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.2%-23.3pp | 67.6%-8.8pp |
| Annual return | 10.08% | 134.89%-124.8pp | 418.76%-408.7pp | 35.62%-25.5pp |
| Employer contribution / active EE | $605 | $3,715-83.7% | $4,934-87.7% | $2,756-78.0% |
| Participant deferral / active EE | $3,359 | $6,646-49.5% | $8,070-58.4% | $4,297-21.8% |
| Admin fee / account holder | $11,457 | $7,942+44.3% | $13,006-11.9% | $6,935+65.2% |