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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 | $47,264 | $64,348-26.5% | $90,162-47.6% | $70,131-32.6% |
| Participation rate | 34.0% | 70.4%-36.4pp | 76.9%-42.9pp | 69.5%-35.5pp |
| Annual return | 12.92% | 28.13%-15.2pp | 34.88%-22.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,233 | $4,389-26.3% | $5,287-38.9% | $3,332-3.0% |
| Admin fee / account holder | $4,669 | $3,944+18.4% | $5,943-21.4% | $4,645+0.5% |