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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 | $60,647 | $76,551-20.8% | $123,894-51.0% | $62,881-3.6% |
| Participation rate | 62.1% | 73.0%-10.9pp | 81.4%-19.3pp | 69.3%-7.2pp |
| Annual return | 4.88% | 18.68%-13.8pp | 47.52%-42.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,165 | $4,840+6.7% | $5,984-13.7% | $3,203+61.3% |
| Admin fee / account holder | $1,027 | $4,826-78.7% | $8,357-87.7% | $4,296-76.1% |