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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 | $37,889 | $117,396-67.7% | $99,452-61.9% | $152,870-75.2% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.4%-49.1pp |
| Annual return | 4.79% | 31.87%-27.1pp | 30.72%-25.9pp | 345.34%-340.6pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $795 | $4,086-80.5% | $3,619-78.0% | $5,850-86.4% |
| Admin fee / account holder | $329 | $7,632-95.7% | $6,251-94.7% | $11,597-97.2% |