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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 | $18,074 | $106,280-83.0% | $96,538-81.3% | $139,487-87.0% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 7.78% | 38.48%-30.7pp | 35.74%-28.0pp | 373.84%-366.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,704 | $5,457-68.8% | $4,880-65.1% | $6,713-74.6% |
| Admin fee / account holder | $5,200 | $7,888-34.1% | $6,737-22.8% | $11,407-54.4% |