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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 | $62,908 | $65,395-3.8% | $182,558-65.5% | $72,976-13.8% |
| Participation rate | 48.5% | 65.4%-17.0pp | 78.0%-29.5pp | 69.5%-21.0pp |
| Annual return | 16.39% | 27.68%-11.3pp | 148.59%-132.2pp | 81.02%-64.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,909 | $3,563-46.4% | $5,526-65.5% | $3,608-47.1% |
| Admin fee / account holder | $1,836 | $4,245-56.7% | $8,594-78.6% | $5,124-64.2% |