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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 | $40,696 | $126,661-67.9% | $113,397-64.1% | $138,895-70.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 9.64% | 25.05%-15.4pp | 23.20%-13.6pp | 145.39%-135.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,960 | $5,693-65.6% | $5,076-61.4% | $6,396-69.4% |
| Admin fee / account holder | $37,642 | $14,549+158.7% | $11,957+214.8% | $12,562+199.6% |