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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 | $62,292 | $97,751-36.3% | $103,447-39.8% | $145,877-57.3% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 8.31% | 25.43%-17.1pp | 23.92%-15.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,063 | $6,603-68.8% | $6,624-68.9% | $6,691-69.2% |
| Admin fee / account holder | $15,854 | $12,515+26.7% | $9,415+68.4% | $13,402+18.3% |