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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 | $67,577 | $78,423-13.8% | $95,964-29.6% | $79,856-15.4% |
| Participation rate | 46.7% | 73.5%-26.8pp | 77.1%-30.4pp | 69.6%-23.0pp |
| Annual return | 8.17% | 19.37%-11.2pp | 91.64%-83.5pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,896 | $3,440-15.8% | $4,167-30.5% | $3,741-22.6% |
| Admin fee / account holder | $3,551 | $5,622-36.8% | $6,797-47.8% | $5,306-33.1% |