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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 | $57,996 | $53,128+9.2% | $86,582-33.0% | $70,126-17.3% |
| Participation rate | 57.1% | 65.3%-8.2pp | 73.5%-16.4pp | 69.5%-12.4pp |
| Annual return | 12.39% | 27.66%-15.3pp | 965.08%-952.7pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,641 | $2,695-2.0% | $3,609-26.8% | $3,332-20.7% |
| Admin fee / account holder | $14,634 | $3,584+308.3% | $4,904+198.4% | $4,645+215.0% |