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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 | $35,647 | $99,345-64.1% | $84,753-57.9% | $273,972-87.0% |
| Participation rate | 46.2% | 80.7%-34.5pp | 76.6%-30.4pp | 83.0%-36.9pp |
| Annual return | 0.42% | 22.93%-22.5pp | 22.78%-22.4pp | 41.46%-41.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,458 | $4,270-65.9% | $3,712-60.7% | $5,287-72.4% |
| Admin fee / account holder | $4,419 | $6,645-33.5% | $5,333-17.1% | $10,133-56.4% |