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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 | $40,849 | $47,944-14.8% | $67,834-39.8% | $62,881-35.0% |
| Participation rate | 43.3% | 61.1%-17.7pp | 68.8%-25.5pp | 69.3%-26.0pp |
| Annual return | 3.13% | 11.77%-8.6pp | 138.47%-135.3pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,333 | $2,247-40.7% | $3,160-57.8% | $3,203-58.4% |
| Admin fee / account holder | $1,321 | $3,712-64.4% | $4,622-71.4% | $4,296-69.3% |