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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 | $46,006 | $76,551-39.9% | $123,894-62.9% | $62,881-26.8% |
| Participation rate | 40.0% | 73.0%-33.0pp | 81.4%-41.4pp | 69.3%-29.3pp |
| Annual return | 5.84% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,924 | $4,840+1.7% | $5,984-17.7% | $3,203+53.7% |
| Admin fee / account holder | $8,506 | $4,826+76.3% | $8,357+1.8% | $4,296+98.0% |