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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 | $20,688 | $185,312-88.8% | $161,489-87.2% | $154,746-86.6% |
| Participation rate | 26.3% | 82.5%-56.1pp | 78.7%-52.4pp | 80.7%-54.4pp |
| Annual return | 9.71% | 103.84%-94.1pp | 89.72%-80.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,114 | $6,350-51.0% | $5,630-44.7% | $6,730-53.7% |
| Admin fee / account holder | $9,211 | $18,654-50.6% | $16,006-42.5% | $14,365-35.9% |