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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 | $79,928 | $81,233-1.6% | $155,567-48.6% | $80,874-1.2% |
| Participation rate | 10.0% | 66.2%-56.2pp | 78.2%-68.2pp | 67.6%-57.6pp |
| Annual return | 6.13% | 33.33%-27.2pp | 64.74%-58.6pp | 35.62%-29.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $974 | $3,452-71.8% | $5,628-82.7% | $4,297-77.3% |
| Admin fee / account holder | $11,241 | $7,998+40.5% | $15,916-29.4% | $6,935+62.1% |