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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 | $68,598 | $81,476-15.8% | $102,383-33.0% | $80,925-15.2% |
| Participation rate | 24.1% | 66.8%-42.7pp | 74.5%-50.4pp | 67.7%-43.5pp |
| Annual return | 3.85% | 25.59%-21.7pp | 24.94%-21.1pp | 35.65%-31.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,185 | $3,871-17.7% | $5,060-37.0% | $4,299-25.9% |
| Admin fee / account holder | $16,214 | $6,717+141.4% | $8,391+93.2% | $6,940+133.6% |