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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 | $64,612 | $86,938-25.7% | $102,423-36.9% | $80,925-20.2% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 9.75% | 18.89%-9.1pp | 29.42%-19.7pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,308 | $4,120-44.0% | $5,054-54.3% | $4,299-46.3% |
| Admin fee / account holder | $11,920 | $8,053+48.0% | $9,455+26.1% | $6,940+71.8% |