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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 | $38,683 | $48,337-20.0% | $67,560-42.7% | $80,959-52.2% |
| Participation rate | 37.8% | 66.4%-28.7pp | 72.9%-35.2pp | 67.7%-29.9pp |
| Annual return | 10.98% | 18.26%-7.3pp | 3533.50%-3522.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $200 | $2,023-90.1% | $2,737-92.7% | $2,757-92.7% |
| Participant deferral / active EE | $2,859 | $2,928-2.4% | $4,004-28.6% | $4,300-33.5% |
| Admin fee / account holder | $473 | $3,695-87.2% | $3,994-88.2% | $6,925-93.2% |