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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 | $42,056 | $157,296-73.3% | $141,191-70.2% | $152,897-72.5% |
| Participation rate | 31.3% | 84.8%-53.6pp | 82.5%-51.2pp | 82.5%-51.2pp |
| Annual return | 11.74% | 64.34%-52.6pp | 71.41%-59.7pp | 345.43%-333.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,686 | $7,111-48.2% | $6,710-45.1% | $5,851-37.0% |
| Admin fee / account holder | $870 | $12,125-92.8% | $10,264-91.5% | $11,599-92.5% |