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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 | $24,008 | $115,903-79.3% | $100,528-76.1% | $158,966-84.9% |
| Participation rate | 30.0% | 81.6%-51.6pp | 79.4%-49.4pp | 82.0%-52.0pp |
| Annual return | 3.44% | 34.80%-31.4pp | 30.90%-27.5pp | 302.95%-299.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,537 | $6,677-17.1% | $6,271-11.7% | $5,983-7.4% |
| Admin fee / account holder | $6,150 | $11,000-44.1% | $8,084-23.9% | $11,250-45.3% |