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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 | $73,518 | $81,233-9.5% | $155,567-52.7% | $80,874-9.1% |
| Participation rate | 61.8% | 66.2%-4.5pp | 78.2%-16.4pp | 67.6%-5.9pp |
| Annual return | 8.55% | 33.33%-24.8pp | 64.74%-56.2pp | 35.62%-27.1pp |
| Employer contribution / active EE | $12 | $3,101-99.6% | $4,674-99.7% | $2,756-99.6% |
| Participant deferral / active EE | $2,676 | $3,452-22.5% | $5,628-52.4% | $4,297-37.7% |
| Admin fee / account holder | $2,818 | $7,998-64.8% | $15,916-82.3% | $6,935-59.4% |