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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 | $54,884 | $77,449-29.1% | $69,483-21.0% | $152,909-64.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 3.44% | 39.09%-35.7pp | 28.99%-25.6pp | 345.46%-342.0pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,444 | $4,415-67.3% | $3,537-59.2% | $5,851-75.3% |
| Admin fee / account holder | $8,569 | $6,210+38.0% | $3,841+123.1% | $11,601-26.1% |