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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 | $48,330 | $88,707-45.5% | $74,184-34.9% | $273,972-82.4% |
| Participation rate | 45.5% | 79.4%-34.0pp | 76.6%-31.2pp | 83.0%-37.6pp |
| Annual return | 2.24% | 11.94%-9.7pp | 17.74%-15.5pp | 41.46%-39.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,694 | $4,212-59.8% | $3,550-52.3% | $5,287-68.0% |
| Admin fee / account holder | $34,827 | $8,717+299.5% | $5,586+523.5% | $10,133+243.7% |