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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 | $21,832 | $160,028-86.4% | $147,080-85.2% | $145,884-85.0% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 5.33% | 98.60%-93.3pp | 420.17%-414.8pp | 551.85%-546.5pp |
| Employer contribution / active EE | $894 | $5,286-83.1% | $4,933-81.9% | $4,662-80.8% |
| Participant deferral / active EE | $3,070 | $8,422-63.5% | $8,066-61.9% | $6,690-54.1% |
| Admin fee / account holder | $6,965 | $15,030-53.7% | $12,989-46.4% | $13,392-48.0% |