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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 | $44,563 | $87,834-49.3% | $133,975-66.7% | $62,881-29.1% |
| Participation rate | 52.0% | 83.4%-31.4pp | 87.1%-35.1pp | 69.3%-17.3pp |
| Annual return | 5.63% | 12.05%-6.4pp | 29.29%-23.7pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,758 | $4,812-1.1% | $6,282-24.3% | $3,203+48.5% |
| Admin fee / account holder | $8,138 | $5,372+51.5% | $9,324-12.7% | $4,296+89.4% |