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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 | $46,651 | $95,415-51.1% | $185,851-74.9% | $85,851-45.7% |
| Participation rate | 22.7% | 68.8%-46.0pp | 81.7%-59.0pp | 69.3%-46.6pp |
| Annual return | 8.22% | 23.59%-15.4pp | 122.11%-113.9pp | 318.63%-310.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,765 | $3,424-48.5% | $5,569-68.3% | $3,952-55.3% |
| Admin fee / account holder | $737 | $7,215-89.8% | $16,245-95.5% | $6,261-88.2% |