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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 | $72,189 | $86,949-17.0% | $102,460-29.5% | $80,959-10.8% |
| Participation rate | 53.1% | 72.4%-19.3pp | 76.5%-23.4pp | 67.7%-14.5pp |
| Annual return | 9.66% | 18.89%-9.2pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,234 | $4,121-21.5% | $5,056-36.0% | $4,300-24.8% |
| Admin fee / account holder | $18,972 | $8,048+135.7% | $9,460+100.5% | $6,925+173.9% |