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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 | $37,050 | $103,392-64.2% | $87,104-57.5% | $152,897-75.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 10.15% | 28.10%-18.0pp | 28.19%-18.0pp | 345.43%-335.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,304 | $4,778-51.8% | $4,048-43.1% | $5,851-60.6% |
| Admin fee / account holder | $27,070 | $12,194+122.0% | $7,491+261.4% | $11,599+133.4% |