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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 | $70,892 | $76,551-7.4% | $123,894-42.8% | $62,881+12.7% |
| Participation rate | 38.5% | 73.0%-34.5pp | 81.4%-42.9pp | 69.3%-30.8pp |
| Annual return | 5.53% | 18.68%-13.1pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,964 | $4,840-38.8% | $5,984-50.5% | $3,203-7.5% |
| Admin fee / account holder | $12,033 | $4,826+149.3% | $8,357+44.0% | $4,296+180.1% |