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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 | $36,287 | $75,720-52.1% | $90,312-59.8% | $86,983-58.3% |
| Participation rate | 23.2% | 66.3%-43.1pp | 72.9%-49.7pp | 69.5%-46.4pp |
| Annual return | 11.03% | 18.55%-7.5pp | 18.90%-7.9pp | 25.83%-14.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,151 | $3,001-61.6% | $3,749-69.3% | $4,194-72.6% |
| Admin fee / account holder | $14,094 | $6,201+127.3% | $8,248+70.9% | $7,856+79.4% |