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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 | $20,380 | $172,111-88.2% | $150,298-86.4% | $137,256-85.2% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 10.81% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $771 | $4,636-83.4% | $4,154-81.4% | $4,156-81.4% |
| Participant deferral / active EE | $1,705 | $6,166-72.4% | $5,453-68.7% | $6,407-73.4% |
| Admin fee / account holder | $1,043 | $16,471-93.7% | $14,116-92.6% | $12,270-91.5% |