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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 | $78,008 | $110,337-29.3% | $102,383-23.8% | $145,877-46.5% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 2.50% | 24.83%-22.3pp | 24.94%-22.4pp | 551.28%-548.8pp |
| Employer contribution / active EE | $776 | $4,216-81.6% | $3,870-79.9% | $4,663-83.3% |
| Participant deferral / active EE | $9,900 | $5,621+76.1% | $5,060+95.7% | $6,691+48.0% |
| Admin fee / account holder | $2,057 | $9,750-78.9% | $8,391-75.5% | $13,402-84.7% |