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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 | $42,600 | $114,013-62.6% | $103,693-58.9% | $155,188-72.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 7.64% | 49.31%-41.7pp | 47.61%-40.0pp | 148.84%-141.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,370 | $4,970-52.3% | $4,579-48.3% | $6,531-63.7% |
| Admin fee / account holder | $7,677 | $8,407-8.7% | $7,858-2.3% | $14,480-47.0% |