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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 | $66,004 | $65,428+0.9% | $169,390-61.0% | $71,511-7.7% |
| Participation rate | 42.7% | 66.9%-24.1pp | 77.2%-34.4pp | 67.9%-25.2pp |
| Annual return | 13.90% | 21.35%-7.4pp | 406.07%-392.2pp | 28.86%-15.0pp |
| Employer contribution / active EE | $0 | $2,064-100.0% | $4,013-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,339 | $4,360-46.4% | $6,222-62.4% | $4,291-45.5% |
| Admin fee / account holder | $1,946 | $1,328+46.6% | $9,015-78.4% | $1,588+22.5% |