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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 | $42,461 | $77,638-45.3% | $156,551-72.9% | $62,881-32.5% |
| Participation rate | 23.8% | 71.2%-47.4pp | 84.0%-60.2pp | 69.3%-45.5pp |
| Annual return | 3.85% | 50.33%-46.5pp | 32.23%-28.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,013 | $3,046-66.8% | $4,871-79.2% | $3,203-68.4% |
| Admin fee / account holder | $472 | $5,561-91.5% | $13,028-96.4% | $4,296-89.0% |