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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 | $33,561 | $81,358-58.7% | $155,556-78.4% | $80,959-58.5% |
| Participation rate | 54.9% | 66.3%-11.3pp | 78.2%-23.3pp | 67.7%-12.7pp |
| Annual return | 9.35% | 33.39%-24.0pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $295 | $3,106-90.5% | $4,675-93.7% | $2,757-89.3% |
| Participant deferral / active EE | $1,722 | $3,455-50.2% | $5,631-69.4% | $4,300-60.0% |
| Admin fee / account holder | $3,598 | $7,994-55.0% | $15,885-77.3% | $6,925-48.0% |