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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 | $32,814 | $91,198-64.0% | $178,503-81.6% | $79,856-58.9% |
| Participation rate | 28.0% | 69.2%-41.2pp | 81.9%-53.9pp | 69.6%-41.6pp |
| Annual return | 6.24% | 24.20%-18.0pp | 151.12%-144.9pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,832 | $3,237-43.4% | $5,202-64.8% | $3,741-51.0% |
| Admin fee / account holder | $7,218 | $6,748+7.0% | $13,987-48.4% | $5,306+36.0% |