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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 | $63,347 | $86,298-26.6% | $111,308-43.1% | $85,847-26.2% |
| Participation rate | 50.7% | 73.3%-22.6pp | 77.3%-26.6pp | 69.3%-18.6pp |
| Annual return | 8.67% | 19.99%-11.3pp | 54.67%-46.0pp | 318.61%-309.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,134 | $3,641-13.9% | $4,487-30.1% | $3,952-20.7% |
| Admin fee / account holder | $12,370 | $8,189+51.0% | $7,965+55.3% | $6,261+97.6% |