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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 | $41,201 | $98,766-58.3% | $149,730-72.5% | $79,852-48.4% |
| Participation rate | 46.3% | 75.8%-29.5pp | 82.5%-36.2pp | 69.6%-23.4pp |
| Annual return | 9.69% | 27.43%-17.7pp | 276.70%-267.0pp | 31.72%-22.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,674 | $5,681-17.7% | $6,843-31.7% | $3,740+25.0% |
| Admin fee / account holder | $6,778 | $6,052+12.0% | $9,310-27.2% | $5,306+27.7% |