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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 | $61,233 | $91,198-32.9% | $178,503-65.7% | $79,856-23.3% |
| Participation rate | 32.4% | 69.2%-36.9pp | 81.9%-49.6pp | 69.6%-37.3pp |
| Annual return | 6.01% | 24.20%-18.2pp | 151.12%-145.1pp | 31.71%-25.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,233 | $3,237-31.0% | $5,202-57.1% | $3,741-40.3% |
| Admin fee / account holder | $36,393 | $6,748+439.3% | $13,987+160.2% | $5,306+585.8% |