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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 | $56,276 | $71,208-21.0% | $93,681-39.9% | $80,911-30.4% |
| Participation rate | 36.4% | 60.4%-24.0pp | 68.7%-32.4pp | 67.6%-31.3pp |
| Annual return | 8.66% | 11.27%-2.6pp | 133.47%-124.8pp | 35.63%-27.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,822 | $4,035-30.1% | $4,415-36.1% | $4,297-34.3% |
| Admin fee / account holder | $12,246 | $6,951+76.2% | $8,290+47.7% | $6,935+76.6% |