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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 | $56,923 | $86,298-34.0% | $111,308-48.9% | $85,847-33.7% |
| Participation rate | 57.9% | 73.3%-15.4pp | 77.3%-19.4pp | 69.3%-11.4pp |
| Annual return | 6.17% | 19.99%-13.8pp | 54.67%-48.5pp | 318.61%-312.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,133 | $3,641-13.9% | $4,487-30.2% | $3,952-20.7% |
| Admin fee / account holder | $5,163 | $8,189-37.0% | $7,965-35.2% | $6,261-17.5% |