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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 | $44,791 | $51,638-13.3% | $68,368-34.5% | $82,448-45.7% |
| Participation rate | 45.9% | 63.6%-17.7pp | 73.8%-27.8pp | 68.1%-22.1pp |
| Annual return | 7.19% | 37.53%-30.3pp | 292.57%-285.4pp | 41.64%-34.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,862 | $2,914-1.8% | $4,123-30.6% | $4,139-30.9% |
| Admin fee / account holder | $49,907 | $4,643+974.8% | $5,150+869.1% | $7,234+589.9% |