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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 | $42,546 | $125,237-66.0% | $105,608-59.7% | $145,877-70.8% |
| Participation rate | 44.4% | 77.7%-33.2pp | 75.3%-30.8pp | 80.3%-35.9pp |
| Annual return | 6.80% | 225.76%-219.0pp | 116.50%-109.7pp | 551.28%-544.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,824 | $5,711-68.1% | $5,010-63.6% | $6,691-72.7% |
| Admin fee / account holder | $6,391 | $17,287-63.0% | $11,028-42.0% | $13,402-52.3% |