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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 | $48,730 | $78,705-38.1% | $117,860-58.7% | $70,124-30.5% |
| Participation rate | 38.4% | 73.2%-34.8pp | 79.7%-41.3pp | 69.5%-31.2pp |
| Annual return | 11.95% | 23.30%-11.4pp | 335.10%-323.2pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,229 | $3,297-32.4% | $4,482-50.3% | $3,332-33.1% |
| Admin fee / account holder | $25,697 | $5,065+407.3% | $8,021+220.4% | $4,645+453.2% |